Salaried Financial Advisor

Responsibilities

• Serve and maintain a portion of the owner’s existing book of business, including client meetings, follow-ups, and ongoing financial planning support
• Identify opportunities to expand relationships by understanding clients’ goals, values, and life changes
• Build trusted, long-term relationships with clients by understanding their financial goals and delivering personalized advice
• Prepare, process, and submit all client paperwork accurately and in a timely manner for clients personally advised
• Collaborate closely with team members to deliver seamless client experience

Requirements

• Series 7 license required, Series 66 license preferred but can be obtained within 6 months of hire date
• Prior experience as a Financial Advisor or in a similar client-facing financial services role
• Deeply client focused – you care about doing what’s right not just what sells
• Organized, detail-oriented, and committed to follow through
• Willingness to handle own client paperwork and administrative tasks
• Strong communicator who can explain investing and wealth management in a clear approachable way
• A team player who values collaboration and contributes positively to workplace culture

Benefits

• Competitive base salary with commissions opportunities
• Access to an existing book of business to help build recurring revenue
• Supportive, relationship-focused work environment
• Opportunity to grow within a stable, well-established firm
• Potential future opportunity to have ownership in a portion of an existing book of business, subject to performance and mutual agreement

Compensation

• Base Salary: USD 60,000 - 100,000 per year
• Commission/Bonus Opportunity

Job Types

• Full-time
• Permanent

Pay

USD 60,000.00 - 100,000.00 per year

Compensation Package

• Bonus opportunities

License/Certification

• Series 7 (Required)

Ability to Commute

Eau Claire, WI 54701 (Required)

Work Location

In person