Financial Advisor
Financial Advisor
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1 Vacancy
Job Description
Whats the role
Financial Advisors provide financial planning and investment support to the firms clients. Your primary role will be to assist current firm clients financial planning and investment needs. Your secondary role will be to develop your clientele and future marketing strategies to effectively grow the firm clientele. To be successful in this position you should understand financial planning and investing concepts be detailoriented and professional and have excellent written and verbal communication skills.
MBE Wealth is open to discussing independent contractor or direct fulltime hire arrangements including buying a current advisors book or business and/or creating a commissionbased model as it relates to compensation. We are flexible in finding the arrangement that works best for the candidate.
What experience and skills do I need to be successful
- Bachelors 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 in using Microsoft Office Suite (Word Excel Outlook) and managing clients within a CRM.
- Excellent personal skills when dealing with clients of all ages and from all walks of life.
Great Perks and Benefits:
Some major perks we offer are longterm job stability worklife balance to support raising a family and the opportunity to grow your career within the company. In addition:
- Competitive medical dental and vision insurance plans.
- FSA/HSA account options.
- Paid Time Off (PTO).
- 401k employer matching program to save for retirement.
- Tuition reimbursement and professional growth opportunities through continuing education.
- Supplemental insurance options for life AD&D STD LTD and critical illness.
- Bonuses for helping with business development leads.
- Incredible potential for upward mobility and career growth.
What will my schedule look like
This onsite role supports our office hours of MondayFriday 8a5p with very limited travel unless requested by a client for an inperson meeting.
How do I join
The first step is applying with your resume. Qualified candidates will then complete a phone screen with HR followed by an interview with the MBE Wealth team.
What else are you hiring for
See all MBE Wealths openings on our website or reach out to our lead recruiter Jazmine Hoile on LinkedIn.
More about MBE Wealth:
MBE Wealth is part of the MBE CPAs affiliate group. We are a team of financial experts who use our industrybased knowledge to help others succeed in their financial journeys through financial planning and wealth management. We support our clients with 19 office locations including 13 in Wisconsin in Black Earth Door Country Fort Atkinson Mauston Marshfield Portage Reedsburg Sauk City Sun Prairie Tomah Wausau Wisconsin DellsLake Delton and our corporate headquarters in Baraboo plus offices in Phoenix Goodyear and Chandler Arizona in Scottsbluff and Kimball Nebraska and Durango Colorado.
Required Experience:
Unclear Seniority
Employment Type
Advisor
