Financial Advisor (Entry to Mid-Level) - Hybrid or Onsite (Sturgeon Bay, WI)

About the Role

MBE Wealth is seeking a Financial Advisor to help clients with financial planning and investment support. In this role, you’ll focus primarily on serving existing clients’ planning and investment needs, while also building your own clientele through thoughtful marketing and relationship development.

Responsibilities

• Assist current clients with financial planning and investment guidance
• Support clients with ongoing portfolio and planning needs
• Develop marketing strategies to grow your book of business
• Provide professional, clear communication through written and verbal updates

Requirements

• Understanding of financial planning and investing concepts
• Strong attention to detail and a professional client-focused approach
• Excellent written and verbal communication skills

Compensation & Work Arrangement

MBE Wealth is open to discussing independent contractor or direct full-time hire options. Depending on your background and preferences, arrangements may include buying an existing advisor’s book and/or a commission-based compensation model. The team is flexible in finding an option that best fits the candidate.

Benefits

• Flexible hiring structure (independent contractor or full-time)
• Opportunity to grow a client base with support from the firm
• Potential path to ownership or commission-based compensation (based on arrangement)