LiveFull-timeApply by 1 Nov 2026
Financial Advisor (Series 7)
Milwaukee, WI, United States
- Experience
- 5–15 years
- Employment
- Full-time
- Work mode
- Onsite
- Salary
- Not disclosed
- Deadline
- Apply by 1 Nov 2026
- Posted
- 2025-06-24
Required skills
| Skill | Experience | Level |
|---|---|---|
| Financial Planning & Analysis | 5+ years | 0 |
| Financial Analysis | 5+ years | 0 |
About the role
The following are the requirements for this role:
- Minimum 5 to 15 years of experience in the financial services industry, with a focus on investment management and financial planning
- Active Series 7 (or 6) and 63 license is required
- Strong knowledge of financial markets, investment products, and regulatory requirements
- Excellent communication, sales, and interpersonal skills
- Ability to work in a fast-paced environment and meet sales targets
Job type: Payroll
Budget: up to $90,000 per year, depending on experience
Role and responsibility:
The key roles and responsibilities for this position include:
- Providing expert financial guidance to clients, including investment advice and planning
- Conducting thorough financial analyses to understand clients' financial situations and goals
- Developing and implementing personalized financial plans to help clients achieve their objectives
- Building and maintaining long-term relationships with clients to drive business growth and increase customer satisfaction
- Staying up-to-date with market trends, regulatory changes, and new investment products to maintain expertise and provide cutting-edge advice