Wealth Advisor — Grow Clients & Plan Futures

MBE Wealth; Sturgeon Bay (WI); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

FSA/HSA accounts

Paid Time Off (PTO)

401k employer matching

Tuition reimbursement

Supplemental insurance (life/AD&D, STD

Career growth opportunities

Job summary

MBE Wealth is seeking a Financial Advisor to assist current clients with financial planning and investment needs. The role includes developing your own client base and marketing strategies to expand the firm’s clientele. Strong communication and professional presentation are essential.

The position offers flexible arrangements (independent contractor or full-time) and a collaborative team environment, with an emphasis on long-term stability and career growth within the company.

Qualifications

• Bachelor's degree in finance, business administration, or related business field.
• Experience in a financial advisor or related position.
• Series 66 or Series 65 licensure.
• General computer skills in Word, Excel, Outlook and CRM.
• Excellent personal skills when dealing with clients of all ages.

Responsibilities

• Assist current firm clients with financial planning and investment needs.
• Develop your clientele and marketing strategies to grow the firm client base.
• Communicate professionally with clients and maintain strong written and verbal communication.

Skills

Client communication

Detail-oriented

Professional demeanor

Verbal communication

Education

Bachelor's degree in finance or related field

Series 66 or Series 65 licensure

Tools

Microsoft Office

CRM software

Job description

MBE Wealth is seeking a Financial Advisor to assist current clients with financial planning and investment needs. The role includes developing your own client base and marketing strategies to expand the firm’s clientele. Strong communication and professional presentation are essential.

The position offers flexible arrangements (independent contractor or full-time) and a collaborative team environment, with an emphasis on long-term stability and career growth within the company.