Financial Advisor - Investments (Full / Part time)
liberty financial groupElm Grove, WI
$115,000 - $125,000 per year
APPLY (opens in a new tab)Financial Advisor - Investments (Full / Part time)
liberty financial groupElm Grove, WISenior L5
$115,000 - $125,000 per year
Personal Financial AdvisorsFinancial and Investment AnalystsSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
APPLY NOW (opens in a new tab)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