Financial Advisor - WI
On-site · Pewaukee, Wisconsin, United States
Job Summary
Full-time Financial Advisor serving clients in Wisconsin (Milwaukee/Madison area) for a fee-based wealth management firm. Provides comprehensive financial planning across employer benefits, investments, income taxes, retirement planning, charitable giving, estate planning, and insurance, with supervisory responsibilities for a support team. Requires at least 5 years of client-facing experience, CFP designation (CFP®); CFA® and/or CPA designations acceptable. Bachelor’s degree in Personal Financial Planning, Finance, Economics, Accounting, or Business. Exempt position with bonuses and full benefits.
Required Qualifications
- Minimum 5 years of client facing experience
- CFP designation
- CFA and/or CPA designations acceptable
- Extensive knowledge of finance, income taxes, investments, asset allocation and estate planning concepts
- Proficient in basic computer skills especially Microsoft Office
- Education: Bachelor’s Degree in Personal Financial Planning, Finance, Economics, Accounting, or Business
- This is not a sales position
- Your resume and cover letter referring to this posting are required to be considered
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.