Financial Advisor

Role Overview

We are seeking an experienced, fully licensed Associate Financial Advisor to join a growing wealth management team and develop into a future senior advisor. This full-time, hybrid role is based in Brookfield, WI and offers meaningful client interaction, hands-on mentorship, and a clear career path within an established firm. You will collaborate directly with senior advisors, gradually taking the lead on client relationships and contributing to business development efforts.

What You’ll Do

• Serve as the primary relationship manager for assigned client households
• Conduct regular reviews, update financial plans, and implement recommendations
• Manage ongoing service needs, questions, and follow-ups
• Ensure an exceptional client experience that reflects our values and planning philosophy
• Prepare meeting materials, planning analyses, and follow-up summaries
• Support senior advisors with complex planning work (retirement, tax, insurance, estate)
• Identify planning gaps, opportunities, and proactive touchpoints
• Coordinate with internal teams to deliver comprehensive client solutions
• Participate in referral development and new client onboarding
• Progress toward leading full client relationships as performance and experience grow

What We’re Looking For

• 3+ years of experience in wealth management or financial services
• Fully licensed (Series 7 & 66 or equivalent required; CFP preferred or in progress)
• Insurance License, Life/Health
• Proven experience meeting directly with clients and prospects
• Demonstrated interest or experience in business development and relationship growth
• Strong communication, presentation, and interpersonal skills
• Team-oriented mindset with high professionalism
• Desire to grow into a senior advisory role over time

What We Offer

• Competitive pay plus performance-based incentives
• Direct mentorship from experienced senior advisors
• Defined career growth path toward senior advisor responsibilities
• Ownership opportunities
• Collaborative, team-based culture
• Long-term career opportunity within a stable and growing firm
• Salary: $60,000.00 - $100,000.00 per year

Why Join Our Team

This role supports the firm’s growth and long-term succession strategy. You will gain exposure to complex planning cases, build meaningful client relationships, and receive the coaching needed to advance your career. If you are seeking to take the next step in your advisory career and want more than a traditional support role, this opportunity is designed to provide that path.

How to Apply

Submit your resume and a brief cover note highlighting your experience and interest in this opportunity.