Financial Advisor

The Opportunity

You will join as a foundational member of our new Milwaukee office. As an early team member, you will help build the culture alongside the leadership team and instill our values in the growing Midwest hub. This role sits on the front lines, helping clients and prospects navigate the transition into a retirement with peace of mind.

• Conduct financial planning consultations with warm inbound prospects who’ve requested a consultation.
• Build personalized retirement plans covering Social Security, withdrawal strategy, tax efficiency, and longevity risk.
• Guide new clients through onboarding and account funding.
• Maintain ongoing relationships with the clients you onboard, conducting reviews and adjusting plans as life changes.
• Purposefully partner with product, marketing, and operations to surface what you’re hearing from clients.

What We’re Looking For

We’re looking for a fiduciary advisor with genuine sales ability, someone who can build trust quickly, understand clients needs, and motivate them to take control of their financial lives.

• Demonstrated client-facing financial planning experience.
• You can close. You can guide a discovery call to a clear recommendation, handle objections honestly, and convert qualified prospects into long-term clients without high-pressure tactics.
• You see the fiduciary standard as the only framework under which retirement advice makes sense.
• You’re genuinely interested in retirement planning as a domain: Social Security claiming, sequence-of-returns risk, Roth conversions, Medicare interactions.
• You’re comfortable in a role that’s still being built. Processes will change, tools will evolve, and you’ll have direct input into both.

Schedule

Monday–Friday, 9am–6pm CST, with 2 Saturdays per month in place of a weekday.

Nice to Have

• Experience in the senior market or with retirement-stage clients.
• Series 65, Series 7 and Series 66, or CFP.
• Bilingual (Spanish).