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

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

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

USD 60,000.00 - 100,000.00 per year

Eau Claire, WI 54701 (Required)

In person

Salaried Financial Advisor

Job Description