Financial Advisor

MBE Wealth•Marshfield, WI

22d•Onsite

About The Position

Financial Advisors provide financial planning and investment support to the firm's clients. The primary role is to assist current firm clients with their financial planning and investment needs. The secondary role is to develop a clientele and future marketing strategies to grow the firm's clientele. Successful candidates should understand financial planning and investing concepts, be detail-oriented and professional, and have excellent written and verbal communication skills. MBE Wealth is open to discussing an independent contractor or direct full-time hire arrangement. Possible arrangements include buying a current advisor's book or business and/or creating a commission-based compensation model. The firm is flexible in finding an arrangement that works best for the candidate. This is an onsite role supporting office hours Monday through Friday, 8 a.m. to 5 p.m. Travel is very limited unless requested by a client for an in-person meeting. MBE Wealth is part of the MBE CPAs affiliate group and provides financial planning and wealth management services through a team of financial experts.

Requirements

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, including 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.
Detail-oriented and professional, with excellent written and verbal communication skills and an understanding of financial planning and investing concepts.

Responsibilities

Assist current firm clients with financial planning and investment needs.
Develop a clientele and future marketing strategies to grow the firm's clientele.
Use financial planning and investing knowledge to support clients.

Benefits

Long-term job stability.
Work-life balance to support raising a family.
Opportunity to grow your career within the company.
Competitive medical, dental, and vision insurance plans.
FSA/HSA account options.
Paid Time Off (PTO).
401k employer matching program.
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.
Potential for upward mobility and career growth.