What are the responsibilities and job description for the Senior Financial Advisor position at Professions?
Are you interested in joining a collaborative wealth management advisory firm who genuinely believes in the concept of work-life balance?
We are seeking a fully licensed, and experienced, Financial Advisor in Milwaukee who is deeply committed to white-glove customer service. We offer a highly competitive transition package, open architecture, committed weekly new assets and clients to you exclusive to you every week as an advisor.
Deliver personalized investment solutions to help clients work toward their financial goals.
Freely exchange ideas and opinions, address concerns, and provide comprehensive financial advising to clients.
Bring your existing book of clients with you and continue to serve them as you already have and better!
Provide holistic financial planning and educational support to clients
Prepare financial plans and check their accuracy
This position provides :
Some of the highest Financial Advisor grid payouts in the industry
Transition compensation unparalleled by anyone else in Wisconsin
Minimum Grid Floor for first several years to help you transition unmatched in Wisconsin
Complete open architecture array of product offerings and platforms (Individual Equities, Mutual Funds, Fixed Assets, Managed money, SMA’s, Structured Products, Annuities, etc.)
Ability to work in advisor partnership within the organization
Partnership with internal business partners who are incentivized to provide you with leads from existing business : You will get weekly new assets and new clients for you to build relationships with
You can continue to build relationships with clients as you have in the past!
Advanced Practice Access for Advisors who do not need branch referrals with an even further enhanced grid
Qualifications
5 years' of industry experience as a Financial Advisor in the Milwaukee, Wisconsin area
Strong understanding of the investment business and investment products
Excellent interpersonal skills
Outstanding reputation for running an ethical business; hard worker
Fully Licensed (including Series 7)
Proven success at building and managing one's book of business as demonstrated by either your own assets under management or trailing 12 month production
Desire to own your book while partnering with internal partners to focus on high net-worth individuals in Wisconsin
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