Milwaukee Fiduciary Advisor — Growth & Equity Path

Justworks; Milwaukee, Northern (WI, KY); Hybrid; USD 75,000 - 95,000; Full time

Benefits offered by this job

401(k) with match

Medical/dental/vision

Generous PTO

Parental leave

Job summary

Retirable, a fintech firm with a growing Milwaukee advisor hub, is seeking a fiduciary advisor to join our new Milwaukee office as a foundational member.

You will conduct financial planning consultations, build personalized retirement plans, onboard clients, and maintain relationships while collaborating with product, marketing, and operations to translate client feedback into better service.

Qualifications

• Demonstrated client-facing financial planning experience.
• You can close and convert qualified prospects into long-term clients.
• You see the fiduciary standard as the guiding framework for retirement advice.
• Interest in retirement planning topics like Social Security, Roth conversions, and Medicare interactions.

Responsibilities

• Conduct financial planning consultations with warm inbound prospects.
• Build personalized retirement plans covering Social Security, withdrawal strategy, tax efficiency, and longevity risk.
• Guide new clients through onboarding and account funding.
• Maintain ongoing relationships with clients and adjust plans as life changes.
• Partner with product, marketing, and operations to surface client feedback.

Skills

Client-facing financial planning

Sales ability

Fiduciary mindset

Retirement planning

Education

Series 65/7/66

CFP (certified financial planner)

Tools

CRM systems

Job description

Retirable, a fintech firm with a growing Milwaukee advisor hub, is seeking a fiduciary advisor to join our new Milwaukee office as a foundational member.

You will conduct financial planning consultations, build personalized retirement plans, onboard clients, and maintain relationships while collaborating with product, marketing, and operations to translate client feedback into better service.