Skills
Financial planning
Investment advisory
Client relationship management
About the Role
MBE Wealth is seeking a Financial Advisor to support our clients with financial planning and investment guidance. You’ll focus primarily on helping existing clients with their planning and portfolio needs, while also contributing to growth through thoughtful marketing and relationship building.
We’re open to discussing independent contractor options or a direct full-time hire, including potential pathways such as acquiring a current advisor’s book and/or structuring a commission-based compensation model. We’ll work with you to identify an arrangement that fits your goals.
Responsibilities
- Assist current clients with financial planning, investment support, and ongoing account needs
- Develop and maintain client relationships through clear, proactive communication
- Support marketing and client growth strategies to expand the firm’s clientele
- Maintain professionalism and attention to detail in client documentation and recommendations
Requirements
- Strong understanding of financial planning and investing concepts
- Excellent written and verbal communication skills
- Detail-oriented, organized, and able to manage client needs effectively
- Professional approach to client service and advisory work
Compensation & Hiring Options
- Flexible discussion of independent contractor or direct full-time hire arrangements
- Possible options including buying a current advisor’s book and/or commission-based models
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