Financial Planner

2 days ago


Elm Grove, Wisconsin, United States Liberty Financial Group, Inc. Full time
About Liberty Financial Group, Inc.

Liberty Financial Group, Inc. is a Woman Owned Boutique fee-only Registered Investment Advisory firm, established in 1981 and based in Elm Grove, WI. We operate under the fiduciary standard, providing pure financial planning and investment recommendations in the best interest of our clients.

Job Description

We are seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for building and maintaining client relationships, providing financial planning and investment recommendations, and ensuring that our clients' financial goals are met.

Responsibilities:
  • Develop and implement comprehensive financial plans for clients
  • Conduct research and analysis to identify investment opportunities
  • Provide exceptional client service and support
  • Stay up-to-date on industry trends and developments
  • Collaborate with other team members to achieve business objectives
Requirements:
  • 4-year college degree in finance or a related field
  • Experience in tax preparation or accounting
  • Series 65 or 66 license
  • Life and Health Insurance License in WI
  • Licensed with FINRA in WI
Preferred Qualifications:
  • 5+ years of experience in financial planning and investment management
  • Enrolled Agent or CFP certification
  • Custodian experience with Charles Schwab
  • Software experience with Advyzon-CRM, MoneyGuidePro-Financial Planning, and Morningstar-Investment
What We Offer:
  • Competitive salary range of $55k - $70k based on experience and credentials
  • Paid holidays and early out Friday summer hours
  • Family Bonding Benefit, Bereavement/Medical, PTO days, and partial medical premium coverage
  • LT/ST disability, life insurance, HRA, FSA, and 3% Simple match
  • Education/Conference budget, Quarterly Work from Home Day, Costco Membership, and Quarterly Happy Hour Team events
About Our Culture:

We value work-life balance, flexibility, and a team-centered approach. Our office is located in the greater Milwaukee area, and we offer a business casual attire and casual Fridays.


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