Financial Advisor
$115k - $125kFull-time
Liberty Financial Group, Inc.
Financial Advisor / Financial Planner (CFP® Preferred)
Elm Grove, WI (Hybrid: 4 Days In Office)
$115,000-$125,000 Base + Incentive Plan
⏰ 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?- 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
- 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
- $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
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.
Vacancy posted 1 day ago
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