Financial Advisor Jobs in Appleton,WI,US

Job Title:

Financial Advisor /

Associate Advisor Job Type:

Full-Time /

Part-Time Work Authorization:

Open Work Model:

Hybrid / Remote Job Summary Our client is seeking a Financial Advisor or Associate Advisor to join a growing wealth management and financial planning practice. The ideal candidate should possess strong relationship-building abilities, financial planning knowledge, and a client-first mindset. This role offers long-term career growth for professionals interested in advisory services, retirement planning, investment management, and wealth strategies. Key Responsibilities Manage and develop client relationships Conduct financial planning and investment reviews Provide guidance on retirement, tax, insurance, and estate planning strategies Lead client meetings and present financial recommendations Support business development through referrals and networking Collaborate with internal leadership and advisory teams Maintain compliance with financial industry regulations Required Qualifications Bachelor's degree in Finance, Business, Economics, or related field Experience in financial planning, wealth management, or advisory services Strong communication and interpersonal skills Self-motivated with business development mindset Active Series 7 and Series 66 preferred Series 6 candidates with upgrade plan may be considered Insurance licenses preferred or willingness to obtain Preferred Skills Experience managing client relationships Knowledge of retirement and investment planning Understanding of tax-efficient wealth strategies Client-facing presentation skills Entrepreneurial and growth-oriented mindset Ideal Candidate Relationship-driven advisor Interested in long-term career growth Comfortable building and managing a client portfolio Planning-first approach rather than transactional sales Strong organizational and follow-through skills Industry Financial Services / Wealth Management / Financial Planning Experience Level Mid-Level to Senior-Level Interview Process Initial screening Client interview Final discussion with leadership Notes Candidates with an existing client base are highly preferred Licensing support and long-term growth opportunities available