Growth-Oriented Financial Advisor - Planning & Investments

MBE Wealth; Marshfield (WI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental and vision insurance

FSA/HSA accounts

PTO

401k employer matching

Tuition reimbursement

Supplemental insurance (life/AD&D/STD)

Bonuses for business development leads

Career growth opportunities

Job summary

MBE Wealth is seeking a Financial Advisor to support clients with financial planning and investment needs. The role also involves developing the firm's client base and marketing strategies to grow the business.

We are open to independent contractor or direct full-time hire arrangements, including buying a current advisor's book or creating a commission-based model. Office is in Wisconsin with standard 8am-5pm hours and limited travel.

Qualifications

• Bachelor's degree in finance, business administration, or related field.
• Experience in a financial advisor or related position.
• Series 66 or Series 65 licensure.
• General computer skills in Microsoft Office Suite (Word, Excel, Outlook) and CRM usage.
• Excellent written and verbal communication skills.

Responsibilities

• Assist current firm clients' financial planning and investment needs.
• Develop clientele and future marketing strategies to grow the firm clientele.
• Maintain a professional, detail-oriented approach and strong communication with clients.

Skills

Client communication

Financial planning

Investing concepts

Detail-oriented

CRM experience

Education

Bachelor's degree in finance, business administration, or related field

Tools

Microsoft Office

CRM software

Job description

MBE Wealth is seeking a Financial Advisor to support clients with financial planning and investment needs. The role also involves developing the firm's client base and marketing strategies to grow the business.

We are open to independent contractor or direct full-time hire arrangements, including buying a current advisor's book or creating a commission-based model. Office is in Wisconsin with standard 8am-5pm hours and limited travel.