Financial Advisor - Marshfield
On-siteMarshfield, Wisconsin, United States
Job Summary
Assist current firm clients with financial planning and investment needs while developing clientele and marketing strategies to grow the firm's client base. Manage client relationships using a CRM and Microsoft Office Suite, maintaining detail-oriented communication with clients of all ages. This onsite role supports Monday-Friday 8a-5p hours with very limited travel. Candidates must hold a Bachelor's degree in finance or business administration, possess Series 66 or 65 licensure, and have prior financial advisor experience. MBE Wealth offers competitive medical, dental, and vision insurance, 401k matching, PTO, and tuition reimbursement.
Required Qualifications
- 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 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
- Understanding of financial planning and investing concepts
- Detail-oriented mindset
- Professional demeanor
- Excellent written and verbal communication skills
- Monday-Friday 8a-5p schedule availability
- Onsite role availability
Desired Qualifications
- Ability to develop clientele and future marketing strategies
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