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Financial Advisor Client Planning
Job in
Marshfield, Wood County, Wisconsin, 54472, USA
Listed on 2026-06-16
Listing for:
MBE Wealth
Full Time
position Listed on 2026-06-16
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
MBE Wealth in Marshfield, Wisconsin seeks Financial Advisors to provide financial planning and investment support to clients. Responsibilities include assisting with financial needs, client acquisition, and marketing strategies. Candidates must have a Bachelor's degree in finance or business administration and possess Series 66 or 65 licensure.
MBE Wealth offers competitive benefits including medical, dental, vision insurance, 401(k) matching, and paid time off. This full-time role operates Monday through Friday with limited travel required.
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