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Financial Advisor

Employer
Wipfli Financial
Location
Alpharetta, Georgia
Salary
Starting at 72,000 per year + bonus and benefits
Closing date
Jun 8, 2022

View more

Job Role
Financial Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Required
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Job Details

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.

Responsibilities: 

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. 

Qualifications:

You're our ideal candidate if:

  • You're a CFP looking for the opportunity to work on a team with other professionals to provide planning, investment, tax, insurance and other related services, always acting in the best interest of your clients.
  • You're passionate about helping people. You take pride in helping people understand their financial issues and find the best solutions to suit their needs. You do whatever it takes to ensure they're having the best experience possible. 
  • You're a master collaborator. You thrive when you're part of a team and truly enjoy working with others. You consistently follow through on projects and stay on task. 
  • You're motivated and driven. You volunteer for new challenges, and you're committed to your professional growth.
  • To land this job, you will need to have previous experience within the financial services industry (a minimum of three to five years is preferred) and hold the Certified Financial Planner (CFP®) designation. Other advanced designations a plus. 

Company

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 everyday investor.

Find Us
Website
Telephone
4142908038
Location
2501 West Beltline Highway
Suite 401
Madison
WI
53713
United States
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