Financial Advisor
RogueSearch · Pewaukee, Wisconsin, United States
FULL TIMEpermanent
Job Description
Financial AdvisorGreater Pewaukee Area, WI
Ready to make your application Please do read through the description at least once before clicking on Apply.
A leading national financial institution is seeking an experienced Financial Advisor to join its wealth management platform in the Milwaukee suburban market. This role provides the opportunity to step into a three-branch territory with significant growth potential, while continuing to build and grow a personal practice through referrals and relationship development.
The advisor will work within a fully supported environment that includes planning tools, operational infrastructure, and a collaborative banking partnership designed to generate ongoing client opportunities.
Opportunity HighlightsEstablished referral ecosystem through internal banking partnershipsComprehensive investment and insurance platformAdvanced financial planning tools and technologyOperational, compliance, and administrative supportCompetitive compensation structure with long-term growth opportunityThree-branch territory with a $184MM deposit base across the affluent Milwaukee suburban corridor (Pewaukee, West Bend, Menomonee Falls
Ideal Candidate ProfileExperienced Financial Advisor currently in a bank, independent, regional, or wirehouse environmentDemonstrated ability to manage client relationships and grow assets under managementPortable client relationships expected to transition with the advisorComfortable working in a collaborative environment with internal referral partnersEntrepreneurial mindset focused on long-term client relationships and business growth
Additional DetailsAccess to internal referral opportunities from banking partnersFull operational and transition support availableAbility to bring an existing client base and grow through internal channelsCollaborative culture focused on client planning and relationship management
Why This Opportunity Stands OutThis opportunity offers advisors the ability to grow their practice within a well-established financial institution while leveraging internal referrals and planning resources. Advisors benefit from the stability of a large platform combined with the ability to build and maintain long-term client relationships. xzbcwsv
If you are an experienced advisor interested in exploring a new growth opportunity, a confidential conversation is encouraged.
Ready to make your application Please do read through the description at least once before clicking on Apply.
A leading national financial institution is seeking an experienced Financial Advisor to join its wealth management platform in the Milwaukee suburban market. This role provides the opportunity to step into a three-branch territory with significant growth potential, while continuing to build and grow a personal practice through referrals and relationship development.
The advisor will work within a fully supported environment that includes planning tools, operational infrastructure, and a collaborative banking partnership designed to generate ongoing client opportunities.
Opportunity HighlightsEstablished referral ecosystem through internal banking partnershipsComprehensive investment and insurance platformAdvanced financial planning tools and technologyOperational, compliance, and administrative supportCompetitive compensation structure with long-term growth opportunityThree-branch territory with a $184MM deposit base across the affluent Milwaukee suburban corridor (Pewaukee, West Bend, Menomonee Falls
Ideal Candidate ProfileExperienced Financial Advisor currently in a bank, independent, regional, or wirehouse environmentDemonstrated ability to manage client relationships and grow assets under managementPortable client relationships expected to transition with the advisorComfortable working in a collaborative environment with internal referral partnersEntrepreneurial mindset focused on long-term client relationships and business growth
Additional DetailsAccess to internal referral opportunities from banking partnersFull operational and transition support availableAbility to bring an existing client base and grow through internal channelsCollaborative culture focused on client planning and relationship management
Why This Opportunity Stands OutThis opportunity offers advisors the ability to grow their practice within a well-established financial institution while leveraging internal referrals and planning resources. Advisors benefit from the stability of a large platform combined with the ability to build and maintain long-term client relationships. xzbcwsv
If you are an experienced advisor interested in exploring a new growth opportunity, a confidential conversation is encouraged.
Details
| Company | RogueSearch |
| Location | Pewaukee, Wisconsin, United States |
| Type | FULL TIME |
| Niche | hr |
| Experience | permanent |