Financial Advisor – Career Growth Opportunity
Location: Milwaukee, WI | Hybrid
Employment Type: Full-Time
We are seeking an experienced, fully licensed Associate Financial Advisor to join a growing wealth management team and develop into a future senior advisor.
This is an ideal opportunity for a motivated financial professional who wants meaningful client interaction, hands-on mentorship, and a clear career pathway within a well-established firm. You will work directly with senior advisors, gradually taking on lead responsibilities with client relationships and contributing to business development efforts.
What You’ll Do
- Serve as the primary relationship manager for assigned client households
- Conduct regular reviews, update financial plans, and implement recommendations.
- Manage ongoing service needs, questions, and follow‑ups.
- Ensure exceptional client experience that reflects RWP’s values and planning philosophy.
- Prepare meeting materials, planning analyses, and follow‑up summaries.
- Support senior advisors with complex planning work (retirement, tax, insurance, estate).
- Identify planning gaps, opportunities, and proactive touchpoints.
- Coordinate with internal teams to deliver comprehensive client solutions
- Participate in referral development and new client onboarding
- Progress toward leading full client relationships as performance and experience grow
What We’re Looking For
- 3+ years of experience in wealth management or financial services
- Fully licensed (Series 7 & 66 or equivalent required; CFP® preferred or in progress)
- Insurance License, Life/Health
- Proven experience meeting directly with clients and prospects
- Demonstrated interest or experience in business development and relationship growth
- Strong communication, presentation, and interpersonal skills
- Team-oriented mindset with high professionalism
- Desire to grow into a senior advisory role over time
What We Offer
- Competitive pay plus performance-based incentives
- Direct mentorship from experienced senior advisors
- Defined career growth path toward senior advisor responsibilities
- Ownership opportunities
- Collaborative, team-based culture
- Long-term career opportunity within a stable and growing firm
Why Join Our Team
This role was created to support the firm’s continued growth and long-term succession strategy. You will gain exposure to complex planning cases, build meaningful client relationships, and receive the support and coaching needed to advance your career.
If you are ready to take the next step in your advisory career and want more than a traditional support role, we encourage you to apply.
Apply Today:
Submit your resume and a brief cover note highlighting your experience and interest in this opportunity.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc a Registered Investment Advisor. Cambridge and Resilient Wealth Planning are not affiliated.
Pay: $60,000.00 - $100,000.00 per year
Experience:
- Financial Industry: 3 years (Required)
License/Certification:
Work Location: Hybrid remote in Brookfield, WI 53005
