Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor

MBC Talent Connections

Senior Financial Advisor -Remote/Hybrid Opportunity Overview Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and supportive platform. This opportunity is ideal for advisors looking for: Greater control over income More time focused on client relationships Less administrative responsibility Resources to support continued growth Responsibilities Manage and grow an existing client base Build and maintain long-term relationships with high-net-worth clients Develop personalized financial strategies Identify opportunities to expand client relationshipsFocus on higher-value advisory services Qualifications 10+ years of wealth management experience Active Series 7 license required Series 66 preferred Established book of business preferred Strong client relationship and communication skills Growth-focused and entrepreneurial mindset What's Offered 65% payout structure Flexible 1099 or W2 options Remote/hybrid flexibility Benefits available for W2 employees Transition and sign-on support Strong operational and back-office support Ability to focus on growing your advisory practice Ideal Candidate An experienced advisor who wants independence with infrastructure, stronger support, and the ability to scale their business. #J-18808-Ljbffr MBC Talent Connections

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Wisconsin vacancy
  •  ...roots in Wisconsin and commitment to community values, Johnson Financial Group is known for helping clients navigate both banking and...  ...offers the chance to join a respected institution where licensed advisors are supported by a collaborative team across lines of business... 
    Suggested
    Work experience placement
    Local area

    Johnson Financial Group LLC

    Rice Lake, WI
    2 days ago
  •  ...What's the role? Financial Advisors provide financial planning and investment support to the firm's clients. Your primary role will be to assist current firm clients' financial planning and investment needs. Your secondary role will be to develop your clientele and... 
    Suggested
    Full time
    For contractors
    Work at office
    Monday to Friday
    Flexible hours

    MBE Wealth

    Sturgeon Bay, WI
    1 day ago
  •  ...state clientele that has been built over the last 29 years. The advisor partners closely with front line retail staff, commercial...  ...branch leaders to foster warm internal introductions to focus on financial planning, not product sales. You will work alongside other experienced... 
    Suggested
    Work experience placement

    CoVantage Credit Union

    Antigo, WI
    1 day ago
  • $61k - $119k

     ...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Unavailable

    Elm Grove, WI
    3 days ago
  • $90k - $110k

     ...clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes...  ...visit .OurClackamas office in Oregon is looking for a **Financial Advisor** working as part of an advisory team to help clients achieve... 
    Suggested
    Full time
    Temporary work
    Work at office
    Flexible hours

    Wealth Enhancement Group

    Oregon, WI
    1 day ago
  • $45k - $100k

     ...Financial Advisor OpportunityJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Elm Grove, WI
    1 day ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Milwaukee, WI
    3 days ago
  • $55k - $85k

     ...Financial AdvisorWe're seeking a relationship-driven Financial Advisor to turn complex financial data into clear, actionable roadmaps that give families peace of mind. This collaborative, client-facing role is perfect for a strategic thinker who thrives on trust-building... 
    Work at office
    Remote work
    Shift work

    Vision Financial Group Inc

    Madison, WI
    1 day ago
  •  ...investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and...  ...or company you sell The look and feel of an independent advisor—with the benefits of being an employee Three retirement programs... 

    Tri-State Wealth Advisors of Prudential Advisors

    Milwaukee, WI
    1 day ago
  • $150k

     ...Overview Join to apply for the Financial Advisor role at Drake & Associates, LLC in Waukesha, WI. Compensation Base pay range: $150,000.00/yr - $500,000.00/yr This pay range is provided by Drake & Associates, LLC . Your actual pay will be based on your skills and experience... 
    Full time

    Drake & Associates LLC

    Waukesha, WI
    2 days ago
  •  ...Are you ready to take your financial services expertise to an environment where you’re valued and supported? Are you seeking a career where...  ...7, Series 66, and SIE Registrations Experience as a financial advisor or wealth management professional. Proven track record of... 
    Remote work
    Flexible hours

    Lakeshore Financial Group

    Green Bay, WI
    1 day ago
  •  ...high-performing, dynamic branch of MassMutual – a world-renowned financial institution with a solid heritage and a forward-thinking...  ...service to community. The Opportunity We are seeking a Financial Advisor to join our team. Here at MassMutual SC, you will own your book... 

    MassMutual South Carolina

    Wausau, WI
    4 days ago
  •  ...Overview Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Responsibilities... 
    Work at office
    Flexible hours

    Bankers Life

    Wausau, WI
    3 days ago
  •  ...Senior Financial Advisor -Remote/Hybrid Opportunity Overview Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and supportive platform. This opportunity is ideal for advisors looking for... 
    Remote work
    Flexible hours

    MBC Talent Connections

    Wausau, WI
    5 days ago
  • $90.2k

     ...Financial Advisor - Northern Highland Financial Advisors Location: Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving... 
    Full time
    Local area

    Thrivent Financial

    Stevens Point, WI
    1 day ago
  • $61k - $119k

     ...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative... 
    Work at office

    Unavailable

    Oshkosh, WI
    1 day ago
  •  ...Some Truth podcast and have been recognized among the top wealth advisors in our state. We need a sharp, capable advisor to work...  ...a fee‑only firm A definite focus on tax management woven into financial planning Knowledge of executive stock option planning, including... 
    Work at office
    Remote work
    Relocation package

    Walkner Condon Financial Advisors

    Madison, WI
    1 day ago
  • $90k - $150k

     ...Financial AdvisorOur Madison, Wisconsin office is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the client's expectations. Our team members work together to meet company... 
    Full time
    Work at office
    Flexible hours

    Wealth Enhancement Group

    Madison, WI
    2 days ago
  •  ...Investment Program Financial AdvisorYour career path should lead to real opportunityLPL Financial partners with banks to offer a complete...  ...the Investment Program at Summit Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors... 
    Local area

    Summit Credit Union

    Waukesha, WI
    2 days ago
  • $65k - $140k

     ...Wealth Sales & ServiceProvides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed... 
    Part time
    Local area

    Bmo

    Appleton, WI
    2 days ago
  •  ...People", join our team! Essential Responsibilities (65%) Direct Financial Advising - Financial Product Delivery and Technology...  ...quality consistently maintained at an acceptable level. Financial Advisors in the FAS Contact Center will consistently demonstrate a strong... 

    ncsecu

    Oregon, WI
    4 days ago
  •  ...DBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial...  ...This is an exciting opportunity for a driven Financial Advisor to join a growing firm that truly stands apart. We uniquely combine... 
    Full time
    Temporary work
    Work at office

    DBHW Wealth Partners

    South Milwaukee, WI
    5 days ago
  •  ...Leading financial services firm dedicated to helping individuals and businesses achieve their financial goals. Local firm based in Madison...  ...Overview: Seeking a dedicated and knowledgeable Financial Advisor to join talented team. The ideal candidate will play a crucial... 
    Local area

    CPS

    Madison, WI
    1 day ago
  •  ...Financial Advisor Associated Bank is seeking a Financial Advisor to help clients achieve their financial goals through personalized investment, insurance, and financial planning solutions. In this role, you'll build and deepen client relationships, grow an established... 

    Associated Bank

    Oconomowoc, WI
    3 days ago
  •  ...Financial Advisor - Client Relationship Focus At Drake & Associates, we are committed to delivering exceptional client experiences. We seek individuals who consistently exceed expectations and demonstrate a passion for building lasting relationships. If you are driven... 
    Local area

    Drake and Associates

    Waukesha, WI
    2 days ago
  • $200k

     ...Financial Advisor Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning... 
    Local area

    Drake and Associates

    Waukesha, WI
    1 day ago
  •  ...Financial Professional Opportunity Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution and defined benefit business, is currently seeking a Financial Professional to join our team in the greater Milwaukee area to work plan... 

    Voya Financial Advisors

    Milwaukee, WI
    13 hours ago
  •  ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an... 

    Thrivent Financial for Lutherans

    Milwaukee, WI
    3 days ago
  •  ...Job Description e 2 Retirement Consulting is seeking an ambitious, professional, self-motivated and entrepreneurial spirit Financial Advisor to join the team!   Founded in 2010, e2 Retirement Consulting, LLC is an independent advising firm headquartered in Menomonee... 
    Full time
    Work at office
    Monday to Friday

    e2 Retirement Consulting

    Milwaukee, WI
    a month ago
  • $250k

     ...thorough background check on all new hires. Are you energized by a collaborative, entrepreneurial environment? We're seeking a Financial Advisor to join our established team - stepping into an existing book of business with plenty of room to earn, grow, and maximize your... 
    Local area

    Associated Bank - Corp

    Stevens Point, WI
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!