Financial Advisor - Wisconsin - $100K Base Salary + Uncapped Performance-Based Upside
$300–$600,000 year
On-siteMilwaukee, Wisconsin, United States
Milwaukee, Wisconsin, United StatesOn-siteFull Time$300–$600,000 yearSmall
Full TimeSmall
Job Summary
Host retirement and financial planning seminars to educate prospective clients on investment strategies, annuities, and estate planning. Conduct in-depth meetings to understand client goals, then design customized financial strategies integrating investment management, tax planning, and estate considerations. Serve as the lead representative for Trajan Wealth in Wisconsin, expanding the local client base through seminars, referrals, and strategic community engagement. Leverage the firm's CRM and internal teams for client service, marketing, and compliance support to scale a new advisory practice.
Required Qualifications
- Clean BrokerCheck / U4 record
- Bachelor's degree or equivalent experience
- Securities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC)
- WI Life and Annuity license
- 5+ years of financial advisory or investment experience
- Minimum 3 years of experience using a CRM system
- Proficiency in Microsoft Office
- Excellent written and verbal communication abilities
- Proactive work style and strong personal ethics aligned with fiduciary responsibility
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