Financial Advisor (Senior) - Marshfield, WI (Hybrid/Onsite Flexible)

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 building long-term growth through thoughtful relationship development and marketing strategies.

We’re open to discussing independent contractor options or a direct full-time hire, including possibilities such as buying a current advisor’s book and/or establishing a commission-based compensation model. We’ll work with you to find an arrangement that fits your goals.

Responsibilities

• Assist current clients with financial planning and investment support
• Develop and nurture client relationships to support ongoing retention and growth
• Contribute to marketing and outreach strategies to expand the client base
• Maintain a high level of professionalism and clear communication with clients and stakeholders

Requirements

• Strong understanding of financial planning and investing concepts
• Detail-oriented approach to client needs and documentation
• Excellent written and verbal communication skills
• Professional demeanor and client-focused mindset

Compensation & Work Arrangement

• Flexible discussion of independent contractor vs. direct full-time hire
• Potential for compensation models including commission-based structures
• Opportunities to explore advisor book/business acquisition