Role: Wealth Management Advisor

Location: Stevens Point, WI (Hybrid)

Join a trusted financial services provider specializing in investment advisory and financial planning services.

Role Overview

We are hiring a Wealth Management Advisor for a full-time, hybrid position in Stevens Point, WI. You will be a key partner providing clients with comprehensive financial planning, investment strategies, and wealth management solutions tailored to their goals.

Key Responsibilities

• Develop and deliver customized financial and retirement plans
• Provide sound investment advice and portfolio management services
• Manage client relationships and drive wealth management growth

Hybrid and Remote Flexibility This role offers hybrid flexibility with potential for full remote work based on experience and performance.

*Monetization Bonus Program*

Qualifying advisors have an exciting opportunity to monetize their existing book of business through our program—offering multiples well above the market average of 2-3X top-line revenue.

Qualifications

• 5+ years of experience in Financial Planning, Retirement Planning, and Wealth Management
• Expertise in Investments and Finance
• Strong analytical, problem-solving, and interpersonal skills
• Certifications such as CFP, CFA, or CPWA are a plus
• Bachelor’s or Master’s degree in Finance, Economics, or related field

Why Join Us?

• A dynamic and supportive professional environment
• Attractive compensation and unique monetization potential for seasoned advisors
• Access to innovative financial tools and resources

Apply Now!

Make an impact in your career and clients' financial success. Join our team and grow your future with us.