Resilient Wealth Planning offers a hybridBrookfield, Wisconsin position with competitive pay, direct mentorship from seasoned senior advisors, and a clear path toward senior advisory responsibilities. The Associate Financial Advisor focuses on strengthening client relationships, applying planning recommendations, and advancing along a defined career track within a collaborative, professional culture. Salary ranges from $60,000 to $100,000 per year, plus performance-based incentives.
Responsibilities
- Serve as the primary relationship manager for designated client households, ensuring proactive service and engagement.
- Conduct regular reviews, refresh financial plans, and implement recommended strategies.
- Address ongoing service needs, inquiries, and follow-ups to sustain a high level of client satisfaction.
- Deliver an exceptional client experience aligned with the firm's values and planning approach.
- Prepare meeting materials, planning analyses, and post-meeting summaries to support informed decisions.
- Assist senior advisors with complex planning tasks across retirement, tax, insurance, and estate planning.
- Identify planning gaps, uncover opportunities, and schedule proactive touchpoints with clients.
- Collaborate with internal teams to provide integrated client solutions and coordinated service.
- Engage in referral development and onboarding of new clients to support growth initiatives.
- Progress toward leading full client relationships as performance and experience grow.
Requirements
- 3+ years of experience in wealth management or financial services.
- Fully licensed (Series 7 and 66 or equivalent) with CFP not required but preferred or in progress.
- Insurance License, Life/Health.
- Proven track record of meeting directly with clients and prospects.
- Demonstrated interest or experience in business development and relationship growth.
- Strong communication, presentation, and interpersonal skills.
- Team-oriented mindset with a high level of professionalism.
- Desire to grow into a senior advisory role over time.
Benefits
- Competitive compensation with performance-based incentives.
- Direct mentorship from experienced senior advisors.
- Defined career growth path toward senior advisor responsibilities.
- Ownership opportunities within the firm.
- Collaborative, team-based culture.
- Long-term career opportunity within a stable and growing firm.
Why join our team
This role supports the firm’s ongoing growth and long-term succession plans. You will gain exposure to complex planning cases, build meaningful client relationships, and receive coaching to advance your career. If you are ready to take the next step in your advisory career and prefer a role with growth and mentorship over a traditional support position, this is a strong match.
Apply today
Submit your resume and a brief cover note highlighting your experience and interest in this opportunity.
Compensation and location details
Securities offered through Cambridge Investment Research, Inc., a registered broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a registered investment adviser. Cambridge and Resilient Wealth Planning are not affiliated.
