Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well established and growing financial firm in Waukesha, WI is seeking to add a Wealth Advisor to our Team!
This Wealth Advisor will have the opportunity to meet one-on-one with existing clients. We currently have a $100 million dollar book to hand to the right advisor. The ideal candidate for this role will be someone who enjoys building relationships and knows how to provide the ultimate client experience; always putting clients first. Initial duties include servicing existing clients and client relationship building. No appointment on Fridays, participate in advisor team meetings and get coached by the CEO. As a team, we work through any client issues to support each other.
Money for Nothing
Three weeks paid time-off each year
Additional Days Off
When we meet our goals, we prefer to give employees extra days off
Flexibility and in a non-client facing role, kids sick, work from home. We aim to embrace flexibility in the crazy times we live in!
Retirement
We offer Traditional and Roth 401(k)s with a 3% company match, regardless of your contributions. Employees under 50 years of age can contribute $22,500 and get a 3% match on top of that. Are you 50 ? You can contribute $29,000 in addition to the 3% company match. We can also show you how to fund a Traditional IRA or Roth IRA at $7,500 per year if under 50 and $11,000 if 50 . We know a lot about money, it’s what we do!
Let’s Stay Healthy
Blue Cross Blue Shield group health insurance plan with a great provider network, it is the same health insurance that Tony has for himself! We pay for your health, dental and life insurance along with paid time-off to go to the doctor, dentist, etc.!
Hungry?
Free Lunches provided for weekly team building
Free coffee (Nespresso), tea, sodas, water, and hot cocoa — all on-site
You Look Like You to Work out!
Free onsite gym
Want To Lend a Hand?
We support local charities financially and with paid time off to volunteer! Use The Force, Luke! Mentorship is part of the deal, we want to help you as a person, not just as an employee.
How Do I Get There?
Waukesha location is just off the Guerke’s corner exit on I-94
Mequon location is right off I-43 on Mequon and Port Washington Rd
Wow, You’re Smart!
We’ll pay for you to obtain your life insurance license; health insurance license and Series 65 securities registration and we will even pay for your Certified Financial Planner® designation!
Want to get your CPA license? Let’s do it!
Let’s have fun!
Quarterly team lunches and team building events off site as well as our Annual Team Holiday Party!
Paid-for Annual Trips
Company hits our goals, let's all travel together!