Liberty Financial Group, Inc.

Financial Advisor

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Elm Grove, WI • Posted 2 days ago
Hybrid Full Time Financial Services
Financial Advisor / Financial Planner (CFP® Preferred)

📍 Elm Grove, WI (Hybrid: 4 Days In Office)

💰 $115,000-$125,000 Base + Incentive Plan

⏰ 33-Hour Summer Work Week

✅ No Commissions | No Sales Quotas | No Cold Calling

Build Financial Futures. Not Sales Pipelines.

At Liberty Financial Group, we're a woman-owned, fee-only RIA that has helped clients achieve their financial goals since 1981. We believe great financial planning comes from trusted relationships, fiduciary advice, and a client-first mindset.

We're seeking a Financial Advisor who wants to focus on planning, client relationships, and meaningful impact instead of prospecting and production goals.

Why Join Liberty?
  • No commissions or sales quotas
  • Established client relationships and team support
  • Summer 33-hour work week
  • Flexible start times
  • Hybrid schedule (WFH Wednesdays)
  • Collaborative, family-first culture
  • Fiduciary, fee-only advisory model
What You'll Do
  • Build and maintain long-term client relationships
  • Deliver comprehensive financial planning
  • Guide clients on retirement, investment, estate, tax, and insurance strategies
  • Participate in portfolio reviews and investment committee discussions
  • Collaborate with a highly experienced advisory team
Qualifications

Required:

  • Series 65 or 66
  • Wisconsin Life & Health License
  • FINRA registration
  • 3+ years of client-facing advisory experience
  • Strong relationship management and communication skills

Preferred:

  • CFP® designation or candidate
  • CFA®, EA, or similar advanced credential
  • RIA experience
  • Charles Schwab platform experience
Compensation & Benefits

Compensation

  • $115,000-$125,000 base salary
  • Annual incentive plan
  • No production requirements

Benefits

  • 10 paid holidays
  • PTO that increases with tenure
  • Medical insurance with employer contribution
  • SIMPLE IRA with 3% match
  • Continuing education & conference budget
  • Life, disability, HRA, and FSA benefits
  • Quarterly team events
The Ideal Candidate

You're likely a fit if you:

  • Enjoy planning more than prospecting
  • Prefer advising over selling
  • Value long-term client relationships
  • Thrive in a collaborative environment
  • Want genuine work-life balance
  • Are looking for a long-term professional home

If you're ready to focus on delivering exceptional advice instead of chasing sales goals, we'd love to hear from you.

Financial Advisor in Elm Grove at Liberty Financial Group, Inc.

This position is listed as full time and hybrid. It was posted 2 days ago.

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