Financial Advisor - Sturgeon Bay
On-siteSturgeon Bay, Wisconsin, United States
Job Summary
Assist current firm clients with financial planning and investment needs while developing clientele and future marketing strategies to grow the firm. Maintain excellent written and verbal communication skills when dealing with clients of all ages, utilizing Microsoft Office Suite and CRM systems for client management. This onsite role supports office hours Monday-Friday 8a-5p with very limited travel unless requested by a client. MBE Wealth is part of the MBE CPAs affiliate group, a team of financial experts providing planning and wealth management support through 19 office locations across Wisconsin, Arizona, Nebraska, and Colorado.
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
- Monday-Friday 8a-5p
- Onsite role
Desired Qualifications
- Understanding of financial planning and investing concepts
- Detail-oriented
- Professional demeanor
- Excellent written and verbal communication skills
- Ability to develop clientele and future marketing strategies to effectively grow the firm clientele
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