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
Job DescriptionFinancial Advisor
\ NGreater Pewaukee Area, WI
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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.
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The advisorwill work within a fully supported environment that includes planning tools, operational infrastructure, and a collaborative banking partnership designed to generate ongoing client opportunities.
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Opportunity Highlights
\ N Established referral ecosystem through internal banking partnerships
\ N Comprehensive investment and insurance platform
\ N Advanced financial planning tools and technology
\ N Operational, compliance, and administrative support
\ N Competitive compensation structure with long-term growth opportunity
\ N Three-branch territory with a $184MM deposit base across the affluent Milwaukee suburban corridor (Pewaukee, West Bend, Menomonee Falls
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Ideal Candidate Profile
\ N Experienced Financial Advisor currently in a bank, independent, regional, or wirehouse environment
\ N Demonstrated ability tomanage client relationships and grow assets under management
\ N Portable client relationships expected to transition with the advisor
\ N Comfortable working in a collaborative environment with internal referral partners
\ N Entrepreneurial mindsetfocused on long-term client relationships and business growth
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Additional Details
\ N Access to internal referral opportunities from banking partners
\ N Full operational and transition support available
\ N Ability to bring an existing client base and grow through internal channels
\ N Collaborative culture focused on client planning and relationship management
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Why This Opportunity Stands Out
\ NThis 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.
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If you are an experienced advisor interested in exploring a new growth opportunity, a confidential conversation is encouraged.
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Worksite address
city of pewaukee, WI, 53072, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.