Financial Advisor - Sturgeon Bay

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

FSA/HSA accounts

Paid Time Off (PTO)

401k employer matching

Tuition reimbursement

Supplemental insurance (life/AD&D, STD

Career growth opportunities

Job summary

MBE Wealth is seeking a Financial Advisor to assist current clients with financial planning and investment needs. The role includes developing your own client base and marketing strategies to expand the firm’s clientele. Strong communication and professional presentation are essential.

The position offers flexible arrangements (independent contractor or full-time) and a collaborative team environment, with an emphasis on long-term stability and career growth within the company.

Qualifications

• Bachelor's degree in finance, business administration, or related business field.
• Experience in a financial advisor or related position.
• Series 66 or Series 65 licensure.
• General computer skills in Word, Excel, Outlook 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 client base.
• Communicate professionally with clients and maintain strong written and verbal communication.

Skills

Client communication

Detail-oriented

Professional demeanor

Verbal communication

Education

Bachelor's degree in finance or related field

Series 66 or Series 65 licensure

Tools

Microsoft Office

CRM software

Job description

What's the role?

Financial Advisors provide financial planning and investment support to the firm's clients. Your primary role will be to assist current firm clients' financial planning and investment needs. Your secondary role will be to develop your clientele and future marketing strategies to effectively grow the firm clientele. To be successful in this position you should understand financial planning and investing concepts, be detail-oriented, and professional, and have excellent written and verbal communication skills.

MBE Wealth is open to discussing independent contractor or direct full-time hire arrangements including buying a current advisor's book or business and/or creating a commission-based model as it relates to compensation. We are flexible in finding the arrangement that works best for the candidate.

What experience and skills do I need to be successful?

• 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 using Microsoft Office Suite (Word, Excel, Outlook) and managing clients within a CRM.
• Excellent personal skills when dealing with clients of all ages and from all walks of life.

Great Perks And Benefits

Some major perks we offer are long-term job stability, work-life balance to support raising a family, and the opportunity to grow your career within the company. In addition:

• Competitive medical, dental, and vision insurance plans.
• FSA/HSA account options.
• Paid Time Off (PTO).
• 401k employer matching program to save for retirement.
• Tuition reimbursement and professional growth opportunities through continuing education.
• Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
• Bonuses for helping with business development leads.
• Incredible potential for upward mobility and career growth.

What will my schedule look like?

This onsite role supports our office hours of Monday-Friday 8a-5p with very limited travel unless requested by a client for an in-person meeting.

More About MBE Wealth

MBE Wealth is part of the MBE CPAs affiliate group. We are a team of financial experts who use our industry-based knowledge to help others succeed in their financial journeys through financial planning and wealth management. We support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.