Wealth Advisor: Grow Clients & Craft Financial Plans

MBE Wealth Management, LLC; Marshfield (WI); On-site; USD 65,000 - 105,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

FSA/HSA options

Paid Time Off (PTO)

401k employer matching

Tuition reimbursement

Career growth opportunities

Bonus for business development

Mobility in career

Job summary

MBE Wealth Management, LLC is seeking a Financial Advisor to assist clients with financial planning and investments. This onsite role emphasizes professionalism, detail orientation, and clear written and verbal communication, with opportunities to grow client relationships and firm marketing ability.

Ideal candidates hold a related Bachelor's degree, Series 66/65 licensure, and proficiency with Microsoft Office and CRM tools.

Qualifications

• Bachelor's degree in finance, business administration, or a related business field.
• Series 66 or Series 65 licensure.
• General computer skills with Microsoft Office and CRM.
• Excellent personal, written and verbal communication with clients.

Responsibilities

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

Skills

CRM experience

Office proficiency

Communication skills

Financial planning knowledge

Investment concepts

Detail oriented

Education

Finance or related business degree

Tools

CRM software

Job description

MBE Wealth Management, LLC is seeking a Financial Advisor to assist clients with financial planning and investments. This onsite role emphasizes professionalism, detail orientation, and clear written and verbal communication, with opportunities to grow client relationships and firm marketing ability.

Ideal candidates hold a related Bachelor's degree, Series 66/65 licensure, and proficiency with Microsoft Office and CRM tools.