Financial Advisor

Storyboard · Milwaukee, WI · 1 wk ago

Finance$65k/yrFull-time

The Role

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.
Partner with product, marketing, and operations to surface what you’re hearing from clients.

Requirements

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.

Qualifications

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.

Skills

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

Benefits

Compensation: $65,000–$85,000 base plus quarterly performance bonus, with OTE of $75,000–$95,000. Early advisors also receive an equity grant.
Full benefits: 401(k) with match, medical/dental/vision, generous PTO, parental leave, and a CE/licensing budget that covers continuing education and license renewals.

Pay

$65,000–$85,000 base plus quarterly performance bonus, with OTE of $75,000–$95,000.

Schedule

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