Strategic Financial Advisor: Client Planning & Growth

MBE Wealth Management, LLC; Marshfield (WI); Vor Ort; USD 55.000 - 75.000; Vollzeit

Benefits dieser Stelle

Medical, dental, vision insurance

FSA/HSA options

PTO

401k matching

Tuition reimbursement

Supplemental insurance options

Bonuses for business development

Career growth opportunities

Zusammenfassung

MBE Wealth Management, LLC is seeking a Financial Advisor to provide financial planning and investment support for the firm's clients. The role emphasizes assisting current clients' planning and investment needs while also growing the client base and marketing strategies.

The firm offers flexible engagement options, including independent contractor or direct full-time arrangements, with potential to buy a book or operate on a commission-based model.

Qualifikationen

• 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 using Microsoft Office and managing clients within a CRM.
• Excellent personal skills when dealing with clients of all ages and walks of life.

Aufgaben

• Provide financial planning and investment support to the firm's clients.
• Develop clientele and marketing strategies to grow the firm's client base.

Kenntnisse

Financial services experience

Series 66 or Series 65

CRM proficiency

Client communication

Ausbildung

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

Tools

CRM software

Microsoft Office (Word, Excel, Outlook)

Jobbeschreibung

MBE Wealth Management, LLC is seeking a Financial Advisor to provide financial planning and investment support for the firm's clients. The role emphasizes assisting current clients' planning and investment needs while also growing the client base and marketing strategies.

The firm offers flexible engagement options, including independent contractor or direct full-time arrangements, with potential to buy a book or operate on a commission-based model.