Growth-Focused Financial Advisor for Planning & Wealth

MBE Wealth Management, LLC; Sturgeon Bay (WI); Presencial; USD 60 000 - 90 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical insurance

Dental insurance

Vision insurance

FSA/HSA

PTO

401k matching

Tuition reimbursement

Professional growth

Resumo da oferta

MBE Wealth Management, LLC in Wisconsin is seeking a Financial Advisor to provide financial planning and investment support to current clients. You will assist with planning, portfolios, and client communications while helping grow the client base through marketing strategies.

The role offers flexibility in compensation structures (independent contractor or direct hire) and emphasizes professional growth, strong client service, and effective collaboration with the firm team.

Qualificações

• 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.

Responsabilidades

• Assist current firm clients' financial planning and investment needs.
• Develop clientele and marketing strategies to grow the firm.

Conhecimentos

Communication

Client dialogue

CRM experience

Office suite

Interpersonal skills

Formação académica

Bachelor's degree in finance/business

Ferramentas

CRM software

Microsoft Office

Descrição da oferta de emprego

MBE Wealth Management, LLC in Wisconsin is seeking a Financial Advisor to provide financial planning and investment support to current clients. You will assist with planning, portfolios, and client communications while helping grow the client base through marketing strategies.

The role offers flexibility in compensation structures (independent contractor or direct hire) and emphasizes professional growth, strong client service, and effective collaboration with the firm team.