Financial Advisor
Greater Pewaukee Area, WI
A leading national financial institution is seeking an experienced Financial Advisor to join its wealth management platform in the Milwaukee suburban market. This role provides the opportunity to step into a three-branch territory with significant growth potential, while continuing to build and grow a personal practice through referrals and relationship development.
The advisor will work within a fully supported environment that includes planning tools, operational infrastructure, and a collaborative banking partnership designed to generate ongoing client opportunities.
Opportunity Highlights
- Established referral ecosystem through internal banking partnerships
- Comprehensive investment and insurance platform
- Advanced financial planning tools and technology
- Operational, compliance, and administrative support
- Competitive compensation structure with long-term growth opportunity
- Three-branch territory with a $184MM deposit base across the affluent Milwaukee suburban corridor (Pewaukee, West Bend, Menomonee Falls
Ideal Candidate Profile
- Experienced Financial Advisor currently in a bank, independent, regional, or wirehouse environment
- Demonstrated ability to manage client relationships and grow assets under management
- Portable client relationships expected to transition with the advisor
- Comfortable working in a collaborative environment with internal referral partners
- Entrepreneurial mindset focused on long-term client relationships and business growth
Additional Details
- Access to internal referral opportunities from banking partners
- Full operational and transition support available
- Ability to bring an existing client base and grow through internal channels
- Collaborative culture focused on client planning and relationship management
Why This Opportunity Stands Out
This opportunity offers advisors the ability to grow their practice within a well-established financial institution while leveraging internal referrals and planning resources. Advisors benefit from the stability of a large platform combined with the ability to build and maintain long-term client relationships.
If you are an experienced advisor interested in exploring a new growth opportunity, a confidential conversation is encouraged.
Financial Advisor (Pewaukee) in pewaukee at Unknown Company
This position is listed as full time and onsite.