Investment Planning Specialist

3 weeks ago


Sturgeon Bay, Wisconsin, United States MBE Wealth Full time

At MBE Wealth, we are committed to helping our clients achieve their financial goals. We are seeking an experienced Financial Advisor to join our team and help us deliver exceptional service to our clients.

The estimated salary range for this role is $100,000 - $150,000 annually, based on your qualifications and experience.

As a Financial Advisor, you will be responsible for providing financial planning and investment support to our clients. This includes assisting current firm clients with their financial needs, developing new business strategies, and growing our client base.

We offer a dynamic and supportive work environment, with opportunities for professional growth and development. Our comprehensive benefits package includes medical, dental, and vision insurance, paid time off, and a 401k employer matching program.



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