At Wipfli Financial, we see things differently. We opened for business in 1999 with a mission to make objective, fiduciary-focused financial advice available to the experienced and the everyday investor. More than two decades later, we’ve taken this mission across the country to help individuals and families feel confident in their financial future.
As Financial Advisor, you will play an important role in delivering the personalized service that lays the foundation for everything we do. You will:
- Be an integral member of our Regional Advisory Team, providing financial planning and investment advisory services to clients of all ages and stages of wealth.
- Take primary responsibility for all aspects of the client relationship, working closely with clients to fully understand their financial situation.
- Develop and deliver financial plans and implement investment strategies.
- Collaborate with other tax, legal and insurance professionals to cover your clients' entire financial road map and ensure they're on track to achieving their goals.
- In time, develop new client relationships and generate revenue for the Region.
You're our ideal candidate if: