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Senior Financial Advisor

2 months ago

Wausau, United States MPPL Financial Full time

MPPL Financial – A Unique, Team Approach to Financial Advising MPPL Financial is looking to grow our team. Are you an experienced financial advisor, with great communication skills and a passion for helping others achieve their personal definition of success? Are you a self-starter, ethical and honest? Do you want a clearly defined path to becoming an owner of the firm? At MPPL Financial, we’ve adopted a purposeful team approach to financial planning and asset management because when we work together, we can accomplish more. We each bring different strengths and areas of expertise to the table, and when we put our heads together, great things happen. Our people are our most valuable asset, and our team approach makes us different than other financial planning firms. It makes us unique, and it makes us strong. We’re firm believers in treating each client and every situation with unique care. We offer a wide array of financial planning services to help our clients achieve their personal, business, investment and retirement goals. What our clients want to achieve matters most to us, and it is our job to listen, strategize and develop plans that deliver. We operate as a team to drive impressive results, and we involve our clients as much as they prefer, every step of the way. The Opportunity: MPPL Financial is adding driven, client-first, financial advisors to our team. You will have the opportunity to define and achieve your destiny as you help make a lasting, positive impact in the lives of your clients. Primary Responsibilities and Expectations: Focus on growth of firm revenue by generating new client relationships (individual and business) Manage existing and new client relationships Maintain an understanding of the financial planning and investment management processes and the firm’s products and services Participate in client meetings to gather information, deliver performance reports and financial plans, and provide general client service Final review of proposals and applications if prepared by Advisor Support and Service Advisors Maintain contact with assigned clients to document and communicate relevant changes and issues Proficient with Windows based software, including Microsoft Office suite Become proficient in the use of firm software relevant to client service Advanced case design, modeling, and scenario building Advanced plan and presentation development Assist in the oversight and development of Advisor Support and Service Advisor positions Participate on Advisory Boards as a subject matter expert in their area of expertise Education/Experience: 5+ years of financial advisor or service advisor experience Bachelors’ degree from a 4-year college or university or equivalent experience. Preferred in the fields of accounting, business, economics, or finance. Licenses/Designations: Series 65 License, or qualify as Investment Advisor Representative (IAR) through other methods Obtained or in process of attaining professional designations such as ChFC, CFP, CFA Job Type: Full-time Benefits: 401(k) 401(k) matching Dental insurance Employee discount Flexible schedule Life insurance Paid time off Parental leave Professional development assistance Referral program Experience: Financial Advisory: 5 years (Required) License/Certification: CFP (Preferred) Work Location: Multiple locations #J-18808-Ljbffr