Financial Advisor

33-Hour Summer Work Week No 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. Why Join Liberty? Financial Advisor / Financial Planner (CFP® Preferred) Elm Grove, WI (Hybrid: 4 Days In Office) $115,000-$125,000 Base + Incentive Plan No commissions or sales quotas Established client relationships and team support Summer 33-hour work week Flexible start times Hybrid schedule (WFH Wednesdays) Collaborative, family-first culture Fiduciary, fee-only advisory model What You'll Do Build and maintain long-term client relationships Deliver comprehensive financial planning Guide clients on retirement, investment, estate, tax, and insurance strategies Participate in portfolio reviews and investment committee discussions Collaborate with a highly experienced advisory team Required: Series 65 or 66 Wisconsin Life & Health License FINRA registration 3+ years of client-facing advisory experience Strong relationship management and communication skills Preferred: CFP® designation or candidate CFA®, EA, or similar advanced credential RIA experience Charles Schwab platform experience Compensation & Benefits Compensation $115,000-$125,000 base salary Annual incentive plan No production requirements Benefits 10 paid holidays PTO that increases with tenure Medical insurance with employer contribution SIMPLE IRA with 3% match Continuing education & conference budget Life, disability, HRA, and FSA benefits Quarterly team events The Ideal Candidate You're likely a fit if you: Enjoy planning more than prospecting Prefer advising over selling Value long-term client relationships Thrive in a collaborative environment Want genuine work-life balance Are looking for a long-term professional home If you're ready to focus on delivering exceptional advice instead of chasing sales goals, we'd love to hear from you. #J-18808-Ljbffr