Financial Planner

4 weeks ago


Sturgeon Bay, Wisconsin, United States MBE Wealth Full time
Job Title: Financial Advisor

Are you a motivated and detail-oriented individual looking for a challenging role in financial planning and wealth management? We are seeking a Financial Advisor to join our team at MBE Wealth.

About the Role:

As a Financial Advisor, you will be responsible for providing financial planning and investment support to our clients. Your primary role will be to assist current firm clients' financial planning and investment needs, while also developing your own clientele and marketing strategies to grow the firm's business.

Key Responsibilities:
  • Provide financial planning and investment support to clients
  • Develop and implement financial plans and investment strategies
  • Build and maintain relationships with clients
  • Develop and execute marketing strategies to grow the firm's business
  • Stay up-to-date with industry trends and developments
Requirements:
  • Bachelor's degree in finance, business administration, or a related field
  • Experience in a financial advisor or related position
  • Series 66 or Series 65 licensure
  • General computer skills in using Microsoft Office Suite and managing clients within a CRM
  • Excellent communication and interpersonal skills
What We Offer:
  • Competitive compensation and benefits package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Flexible scheduling and work-life balance
How to Apply:

If you are a motivated and detail-oriented individual looking for a challenging role in financial planning and wealth management, please submit your resume and cover letter for consideration.



  • Green Bay, Wisconsin, United States Hantz Group Full time

    Job OverviewHantz Group is a leading financial services company that provides comprehensive tax planning and consulting services to individuals and businesses. As an Advanced Tax Planner, you will play a key role in helping our clients achieve their financial goals by minimizing their tax liability and maximizing their wealth.Key ResponsibilitiesAnalyze tax...


  • Green Bay, Wisconsin, United States Mercer Advisors Full time

    Job SummaryThe Wealth Advisor, Director works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors to support the team's region-wide business development and client service efforts.Key ResponsibilitiesFunction as the primary trusted advisor to the firm's high net worth clientsEnsure retention of the...

  • Wealth Planner

    4 weeks ago


    Green Bay, United States Disability Solutions Full time

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.We invite you to view the opportunity below.Actively...

  • Wealth Planner

    2 weeks ago


    Green Bay, United States ASSOCIATED BANK NA Full time

    JOB REQUIREMENTS: At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. We invite you to view the opportunity...


  • Kings Bay Base, Georgia, United States RQ Construction Full time

    Exciting Opportunity for a Construction Scheduler/PlannerRQ Construction, LLC is seeking a highly skilled Construction Scheduler/Planner to join our dynamic team. As a key member of our construction team, you will be responsible for creating and maintaining project schedules, coordinating with project managers and subcontractors, and analyzing project...


  • Green Bay, United States Disability Solutions Full time

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.We invite you to view the opportunity below.Actively...

  • Senior Wealth Planner

    2 weeks ago


    Green Bay, United States Associated Banc-Corp Full time

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. We invite you to view the opportunity below. Actively...


  • Bay City, Michigan, United States S.C. Johnson & Son, Inc. Full time

    At S.C. Johnson & Son, Inc., we're committed to creating a better future for our planet, our people, and our customers. As a Senior Associate, Project Management, you'll play a critical role in delivering multiple projects with varying levels of complexity, from scoping and ideation through development and commercialization. You'll inspire and motivate your...


  • Green Bay, United States Disability Solutions Full time

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.We invite you to the view the opportunity below.Under...

  • Associate

    5 days ago


    Green Bay, United States Associated Bank - Corp Full time

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.We invite you to the view the opportunity below.Under...

  • Associate

    2 days ago


    Green Bay, United States Associated Bank - Corp Full time

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.We invite you to the view the opportunity below.Under...


  • Palm Bay, United States D.R. Horton Full time

    D.R. Horton, Inc., the largest homebuilder in the U.S., was founded in 1978 and is a publicly traded company on the New York Stock Exchange. It is engaged in the construction and sale of high quality homes designed principally for the entry-level and first time move-up markets. The Company also provides mortgage financing and title services for homebuyers...

  • Director of Sales

    1 week ago


    Bay Shore, United States Atria Senior Living, Inc. Full time

    ResponsibilitiesThe Community Sales Director (“CSD”) is responsible for achieving and exceeding the community’s monthly and quarterly revenue/sales targets; developing the community’s internal and external marketing; and building the community’s strategic relationships with various referral sources to produce highly qualified inquiries. Along with...


  • Palm Bay, United States D.R. Horton Full time

    *D.R. Horton, Inc., the largest homebuilder in the U.S.,*was founded in 1978 and is a publicly traded company on the New York Stock Exchange. It is engaged in the construction and sale of high quality homes designed principally for the entry-level and first time move-up markets. The Company also provides mortgage financing and title services for homebuyers...


  • Green Bay, WI, United States Vierbicher Associates, Inc Full time

    Vierbicher is a team of professional engineers, planners, community development specialists, land surveyors and GIS specialists who provide comprehensive solutions for a wide range of projects. Our goal is to provide clients with creative consulting services and quality products, enabling them to efficiently and effectively meet their goals. We work to build...

  • Director of Sales

    1 week ago


    Bay Shore, United States Atria Senior Living - Bay Shore Full time

    Overview: We create communities where employees thrive in their work, helping our residents thrive in their homes. We strive to enhance the lives and exceed the expectations of those we serve every day. To do this, we cultivate the diverse talents of our team members in order to achieve something together that they could not do alone. Atria Senior Living’s...


  • Palm Bay, United States D.R. Horton, Inc Full time

    Description D.R. Horton, Inc., the largest homebuilder in the U.S., was founded in 1978 and is a publicly traded company on the New York Stock Exchange. It is engaged in the construction and sale of high quality homes designed principally for the entry-level and first time move-up markets. The Company also provides mortgage financing and title services for...