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Financial Advisor

MBE Wealth · Sturgeon Bay, WI

Employment type

Full-time

Work setting

On-site

Location

Sturgeon Bay, WI

Schedule

Day shift

Posted

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Job overview

The Financial Advisor is an onsite role based in Sturgeon Bay, WI, with compensation not specified. This position supports the MBE Wealth team by providing financial planning and investment support. This role exists to help clients achieve their financial goals through expert planning and wealth management. The advisor manages client relationships, develops new business, and contributes to the firm's growth.

What we're looking for

Skills & competencies
full-time
day shift
sturgeon bay wi
finance
mbe wealth
financial advisor
onsite
wealth management
weekend work
series 66/65
Work arrangement
  • Weekend coverage required

Benefits & perks

  • Medical/dental/vision, 401k matching, tuition reimbursement, PTO

About the employer

MBE Wealth is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.

Additional details

Industry sector
52
Industry
Portfolio Management and Investment Advice
Occupation code
13-2052.00
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