Financial Advisor

What's the role?

Financial Advisors provide financial planning and investment support to the firm's clients. Your primary role will be to assist current firm clients with their financial planning and investment needs. Your secondary role will be to develop your own client base and marketing strategies to effectively grow the firm’s clientele. Success in this position requires an understanding of financial planning and investing concepts, strong attention to detail, professionalism, and excellent written and verbal communication skills.

• Bachelor's degree in finance, business administration, or a related business field.
• Experience in a financial advisor or related position.
• Series 66 or Series 65 licensure.
• General computer skills in Microsoft Office Suite (Word, Excel, Outlook) and managing clients within a CRM.
• Excellent personal skills when dealing with clients of all ages and from all walks of life.

• Competitive medical, dental, and vision insurance plans.
• FSA/HSA account options.
• Paid Time Off (PTO).
• 401(k) employer matching program to save for retirement.
• Tuition reimbursement and professional growth opportunities through continuing education.
• Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
• Bonuses for helping with business development leads.
• Incredible potential for upward mobility and career growth.

This onsite role supports our office hours of Monday‑Friday 8 a.m.–5 p.m. with very limited travel unless requested by a client for an in‑person meeting.

The first step is to submit your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE Wealth team.

MBE Wealth is part of the MBE CPAs affiliate group. We are a team of financial experts who use our industry-based knowledge to help others succeed in their financial journeys through financial planning and wealth management. We support our clients with 19 office locations, including 13 in Wisconsin and additional offices in Arizona, Nebraska, and Colorado.

Salary: $60,000 per year