What are the responsibilities and job description for the Senior Financial Advisor position at MBE Wealth?
What's the role?
The Senior Financial Advisor provides financial planning and investment support to the firm's clients in addition to leadership and business development for our Chandler market. For this senior-level role, we are looking for someone motivated to help us build our client base and market reach in the Chandler area. This is an exciting opportunity for a self-motivated and driven financial pro to grow both their career and earnings and even be considered for a partnership role in the MBE Wealth business.
MBE Wealth is open to discussing independent contractor or direct full-time hire arrangements including buying a current advisor's book or business and / or creating a commission-based model as it relates to compensation. We are flexible in finding the arrangement that works best for the candidate.
What experience and skills do I need to be successful?
- Bachelor's degree in finance, business administration, or a related business field.
- Ideally 5 years of 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.
- Business development experience for growing the business in the Chandler market.
Great Perks and Benefits :
Some major perks we offer are long-term job stability, work-life balance to support raising a family, and the opportunity to grow your career within the company. In addition :
What will my schedule look like?
This onsite role supports our office hours of Monday-Friday 8a-5p with very limited travel unless requested by a client for an in-person meeting.
How do I join?
The first step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE Wealth team.
What else are you hiring for?
See all MBE Wealth's openings on our website or reach out to our Lead Recruiting Partner, Kayla Schaller-Greenwood, on LinkedIn.
More about MBE Wealth :
MBE Wealth is part of the MBE CPAs affiliate group. We are a team of financial experts who use our industry-based knowledge to help others succeed in their financial journeys through financial planning and wealth management. We support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.