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Financial Advisor / Financial Planner (CFP® Preferred) Elm Grove, WI (Hybrid: 4 Days In Office) $115,000-$125,000 Base + Incentive Plan33-Hour Summer Work WeekNo Commissions | No Sales Quotas | No Cold Calling Build Financial Futures. Not Sales Pipelines. At Liberty Financial Group, we're a woman-owned, fee-only RIA that has helped clients achieve their financial goals since 1981. We believe great financial planning comes from trusted relationships, fiduciary advice, and a client-first mindset. We're seeking a Financial Advisor who wants to focus on planning, client relationships, and meaningful impact instead of prospecting and production goals. No commissions or sales quotas Summer 33-hour work week Flexible start times Hybrid schedule (WFH Wednesdays) Deliver comprehensive financial planning Guide clients on retirement, investment, estate, tax, and insurance strategies Participate in portfolio reviews and investment committee discussionsFINRA registration~RIA experience Charles Schwab platform experience10 paid holidays~ Medical insurance with employer contribution~ Life, disability, HRA, and FSA benefits~ Enjoy planning more than prospecting

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Level

Senior L5

Salary

$115,000 - $125,000 per year

Location

Elm Grove, WI

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

yesterday

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