Wealth Management Consultant

6 days ago


Sturgeon Bay, Wisconsin, United States MBE Wealth Full time

Are you looking for a challenging and rewarding career in wealth management? As a Wealth Management Consultant at MBE Wealth, you'll have the opportunity to work with a diverse client base and develop your skills in financial planning and investment support.

About the Position

This full-time role is based in one of our offices, supporting our core hours of Monday-Friday 8a-5p with occasional travel for client meetings. As a key member of our team, you'll be responsible for assisting current clients with their financial planning and investment needs.

Responsibilities
  • Develop relationships with existing clients to understand their financial goals and objectives
  • Provide personalized financial planning and investment advice to clients
  • Collaborate with internal teams to deliver comprehensive financial solutions to clients
Requirements
  • Bachelor's degree in finance, business administration, or a related field
  • Minimum 3 years of experience in financial services or a related field
  • Series 66 or Series 65 licensure
  • Strong analytical and problem-solving skills, with ability to communicate complex financial concepts to clients
Benefits
  • Generous salary range of $70,000 - $100,000 per year, depending on experience
  • Comprehensive benefits package, including medical, dental, and vision insurance
  • Retirement plan with employer matching contributions
  • Professional development opportunities through training and education programs
Estimated Salary Range

$80,000 - $120,000 per year, depending on experience.



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