Financial Advisor

MBC Talent Connections; Town of Texas (WI); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

65% payout structure

Flexible 1099 or W2 options

Remote/hybrid flexibility

Benefits for W2 employees

Transition and sign-on support

Strong operational and back-office support

Job summary

MBC Talent Connections is seeking a Senior Financial Advisor who can work remotely or in a hybrid setting. This role is ideal for experienced advisors with a solid book of business who want to leverage a supportive platform to expand their client relationships and grow their practice.

The position offers a 65% payout structure, flexible work options, and benefits for W2 employees. Successful candidates will need to manage high-net-worth clients and provide tailored financial strategies.

Qualifications

• 10+ years of experience in wealth management.
• Active Series 7 license required.
• Series 66 preferred.
• Established book of business preferred.

Responsibilities

• Manage and grow an existing client base.
• Build and maintain relationships with high-net-worth clients.
• Develop personalized financial strategies.
• Identify opportunities to expand client relationships.

Skills

Client relationship management

Communication skills

Growth-oriented mindset

Entrepreneurial mindset

Job description

Senior Financial Advisor -Remote/Hybrid

Opportunity Overview

Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and supportive platform.

This opportunity is ideal for advisors looking for:

• Greater control over income
• More time focused on client relationships
• Less administrative responsibility
• Resources to support continued growth

Responsibilities

• Manage and grow an existing client base
• Build and maintain long-term relationships with high-net-worth clients
• Develop personalized financial strategies
• Identify opportunities to expand client relationshipsFocus on higher-value advisory services

Qualifications

• 10+ years of wealth management experience
• Active Series 7 license required
• Series 66 preferred
• Established book of business preferred
• Strong client relationship and communication skills
• Growth-focused and entrepreneurial mindset

What's Offered

• 65% payout structure
• Flexible 1099 or W2 options
• Remote/hybrid flexibility
• Benefits available for W2 employees
• Transition and sign-on support
• Strong operational and back-office support
• Ability to focus on growing your advisory practice

Ideal Candidate

An experienced advisor who wants independence with infrastructure, stronger support, and the ability to scale their business.