Financial Advisor

Are flexible hours attractive to you?

Do you want to be trained for success?

Does a team environment energize you?

Do you wish someone else could prospect,

while you focus on client meetings & relationship building?

Our financial advisors are trusted among our team and our clients for confidentiality, high standards of service, never waiving ethics, alignment to legal and regulatory requirements and alignment with Comprehensive Financial Planning for all clients and their families. Our niche market: Education and Medical Professionals. You will be the development curator of our clients’ desires, passions, and dreams. With customized care, you will tailor an investment roadmap to bring an individual’s life’s collection to a meaningful future. Like the world of art, you enjoy the creative design of providing clients with the financial freedom to allow their picture of their ideal goals and retirement to unfold.

A Day in The Life of Our Financial Advisors:

Research and analysis guide your decisions daily, while you orchestrate the investment management for our clients and team priorities for that week.

You are equipped to address investment related questions by stepping into meetings, scheduled or impromptu, and provide premier delivery of our services. You are first and foremost a fiduciary on behalf of our clients, seeing client interests above all others.

You illustrate a plan portrait and encourage personal change to achieve successful financial life planning.

QUALIFICATIONS:

Required:

• 4-year college degree preferably in finance or equivalent field experience
• Experience in tax preparation/accounting industry or desire to take an approved tax preparation course or certification upon hire
• 3+ years direct client facing role
• Series 65 or 66 or similar
• Life & Health Insurance License in WI
• Licensed with FINRA in WI (AZ and FL are a plus- company will compensate any needed licensing)

Desired:

• 5+ years Microsoft Office suite including: Outlook, Excel, Word, OneNote
• Enrolled Agent or similar experience
• CFA® (Certified Financial Analyst), CFP® (Certified Financial Planner) or similar
• Custodian experience: Charles Schwab
• Software experience including: Advyzon-CRM, MoneyGuidePro-Financial Planning, Morningstar-Investment, Proseries Intuit Tax

Other skills and focuses: Career Ambition, Ethics & Values, Integrity & Trust, Intellectual Horsepower, Interpersonal Savvy, Managing Diversity, Presentation Skills, Technical Learning

SALARY: Range $55k - $70k based on experience/credentials, possible salary increases pending desire for growth/development, future review and CE/certifications

Benefits Package: Paid holidays, early out Friday summer hours, Family Bonding Benefit, Bereavement/Medical, PTO days, partial medical premium coverage, LT/ST disability, life insurance, HRA, FSA, 3% Simple match, Education/Conference budget, Quarterly Work from Home Day, Costco Membership, Quarterly Happy Hour Team events. Bi-Yearly Growth Plans.

Liberty Culture: Local greater Milwaukee area, In person, client-family team centered, pro work-life balance, flexible schedule, business casual attire, and casual Fridays.

RESPONSIBILITIES & COMPETENCIES

• Build and Maintain Client Relationships Client Account Rebalance
• Distribution analysis, Review & Research
• Draft & Post Articles for social media
• Financial Planning Software Utilization
• Investment Committee Member
• Keep Current in the Economy, Markets & Industry
• Meet & Educate Clients through Meeting Participation
• Mentee Development & Cross Training Networking with Fund Companies, Financial Planning Association (FPA) Member, CE Credits and New Opportunities
• Persuade Change in Client Thought and Behavior
• Present Financial Concepts and Recommendations to Clients
• Prospect Meeting Participant
• Source New Options: Providing Due Diligence & Development for New Ideas, Concepts and Technologies to Become More Efficient as a team
• Tax preparation, client review and analysis
• Tax Loss Harvesting, Realized Gain or Loss Planning & Stock Gift Analysis
• Client Meeting Notes & Correspondence Between Meetings

Company Description

Liberty Financial Group, Inc. is a Woman Owned Boutique fee-only Registered Investment Advisory firm, established 1981 and based in Elm Grove, WI. Operating under the fiduciary standard, we provide pure financial planning and investment recommendations in the best interest of our clients. We charge for our time, planning advice, and portfolio management only. Our team approach makes all clients, clients of the team, not just one advisor. We serve to be their personal guide, leading all to achieve their aspirations with integrity, knowledge, and common sense.

Industry

• Financial Services

Employment Type

Full-time

Location: Elm Grove, WI, US

Posted Date: 10/28/2024