Financial Advisor - Planning First, Fee-Only, 33-Hour Week

Liberty Financial Group, Inc.; Elm Grove (WI); Hybrid; USD 115,000 - 125,000; Full time

Benefits offered by this job

33-hour Summer Week

Hybrid schedule (WFH Wednesdays)

Base salary with incentive plan

Education budget and professional dues

Job summary

Liberty Financial Group in Elm Grove, WI is seeking a Financial Advisor to focus on planning, client relationships, and meaningful impact instead of prospecting and production goals.

This role features a 33-hour summer week, no commissions or sales quotas, a base salary of $115,000–$125,000 plus an incentive plan, and a hybrid schedule (4 days in office).

Qualifications include Series 65 or 66, Wisconsin Life & Health License, FINRA registration, and 3+ years of client-facing advisory experience.

Qualifications

• FINRA registration
• Series 65 or 66
• Wisconsin Life & Health License
• 3+ years of client-facing advisory experience
• Strong relationship management and communication skills

Responsibilities

• Build and maintain long-term client relationships
• Deliver comprehensive financial planning
• Guide clients on retirement, investment, estate, tax, and insurance strategies
• Participate in portfolio reviews and investment committee discussions
• Collaborate with a highly experienced advisory team

Skills

Relationship management

Communication skills

Client-facing advisory experience

Education

CFP designation or candidate

CFA or EA or similar credential

RIA experience

Job description

Liberty Financial Group in Elm Grove, WI is seeking a Financial Advisor to focus on planning, client relationships, and meaningful impact instead of prospecting and production goals.

This role features a 33-hour summer week, no commissions or sales quotas, a base salary of $115,000–$125,000 plus an incentive plan, and a hybrid schedule (4 days in office).

Qualifications include Series 65 or 66, Wisconsin Life & Health License, FINRA registration, and 3+ years of client-facing advisory experience.