About this opportunity
RogueSearch lists this Financial Advisor opportunity in city of pewaukee, Wisconsin. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Financial Advisor
Greater Pewaukee Area, WI
Ready to make your application Please do read through the description at least once before clicking on Apply.
A leading national financial institution is seeking an experienced Financial Advisor to join its wealth management platform in the Milwaukee suburban market. This role provides the opportunity to step into a three-branch territory with significant growth potential, while continuing to build and grow a personal practice through referrals and relationship development.
The advisor will work within a fully supported environment that includes planning tools, operational infrastructure, and a collaborative banking partnership designed to generate ongoing client opportunities.
Opportunity Highlights
Established referral ecosystem through internal banking partnerships
Comprehensive investment and insurance platform
Advanced financial planning tools and technology
Operational, compliance, and administrative support
Competitive compensation structure with long-term growth opportunity
Three-branch territory with a $184MM deposit base across the affluent Milwaukee suburban corridor (Pewaukee, West Bend, Menomonee Falls
Ideal Candidate Profile
Experienced Financial Advisor currently in a bank, independent, regional, or wirehouse environment
Demonstrated ability to manage client relationships and grow assets under management
Portable client relationships expected to transition with the advisor
Comfortable working in a collaborative environment with internal referral partners
Entrepreneurial mindset focused on long-term client relationships and business growth
Additional Details
Access to internal referral opportunities from banking partners
Full operational and transition support available
Ability to bring an existing client base and grow through internal channels
Collaborative culture focused on client planning and relationship management
Why This Opportunity Stands Out
This opportunity offers advisors the ability to grow their practice within a well-established financial institution while leveraging internal referrals and planning resources. Advisors benefit from the stability of a large platform combined with the ability to build and maintain long-term client relationships. xzgxqkn
If you are an experienced advisor interested in exploring a new growth opportunity, a confidential conversation is encouraged.
Worksite address
city of pewaukee, WI, 53072, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.