Financial Advisor: Build Client Wealth & Plans

MBE Wealth Management, LLC; Sturgeon Bay (WI); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k matching

PTO

Tuition reimbursement

Professional growth opportunities

Business development bonuses

Job summary

MBE Wealth Management, LLC seeks a Financial Advisor to assist clients with financial planning and investments and to grow the client base through proactive marketing and relationship building.

The role emphasizes clear communication, professional conduct, and the ability to manage multiple client relationships across Wisconsin locations. Onsite schedule: Monday–Friday, with occasional travel by client request.

Qualifications

• Bachelor's degree in finance, business administration, or a related business field.
• Experience in a financial advisor or related position.
• Series 66 or Series 65 licensure.
• General computer skills in MS Office and CRM.
• Excellent personal skills when dealing with clients of all ages.

Responsibilities

• Assist current firm clients with financial planning and investment needs.
• Develop your clientele and marketing strategies to grow the firm.
• Communicate clearly and professionally with clients.

Skills

Financial planning

Investment concepts

Communication skills

Attention to detail

CRM experience

Education

Bachelor's degree in finance or related field

Tools

MS Office

CRM software

Job description

MBE Wealth Management, LLC seeks a Financial Advisor to assist clients with financial planning and investments and to grow the client base through proactive marketing and relationship building.

The role emphasizes clear communication, professional conduct, and the ability to manage multiple client relationships across Wisconsin locations. Onsite schedule: Monday–Friday, with occasional travel by client request.