Financial Advisor

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 CallingBuild 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 quotasEstablished client relationships and team supportSummer 33-hour work weekFlexible start timesHybrid schedule (WFH Wednesdays)Collaborative, family-first cultureFiduciary, fee-only advisory modelWhat You'll DoBuild and maintain long-term client relationshipsDeliver comprehensive financial planningGuide clients on retirement, investment, estate, tax, and insurance strategiesParticipate in portfolio reviews and investment committee discussionsCollaborate with a highly experienced advisory teamQualificationsRequired:Series 65 or 66Wisconsin Life & Health LicenseFINRA registration3+ years of client-facing advisory experienceStrong relationship management and communication skillsPreferred:CFP designation or candidateCFA, EA, or similar advanced credentialRIA experienceCharles Schwab platform experienceCompensation & BenefitsCompensation$115,000-$125,000 base salaryAnnual incentive planNo production requirementsBenefits10 paid holidaysPTO that increases with tenureMedical insurance with employer contributionSIMPLE IRA with 3% matchContinuing education & conference budgetLife, disability, HRA, and FSA benefitsQuarterly team eventsThe Ideal CandidateYou're likely a fit if you:Enjoy planning more than prospectingPrefer advising over sellingValue long-term client relationshipsThrive in a collaborative environmentWant genuine work-life balanceAre looking for a long-term professional homeIf you're ready to focus on delivering exceptional advice instead of chasing sales goals, we'd love to hear from you.