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Associate Wealth Management Advisor

Schulfer & Associates, LLC
Stevens Point, Wisconsin
Compensation and associated benefits are competitive and negotiable, commensurate with experience.
Closing date
Apr 27, 2024

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Job Role
Wealth Advisor
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
Not necessary

Escape the canned corporate culture and join the premier, independent Wealth Management team of Schulfer & Associates, LLC Wealth Management as an Associate Wealth Management Advisor.  Our positive, upbeat atmosphere of teamwork and collaboration is second-to-none in the most beautiful office building in Central Wisconsin.  You will be mentored by the best!

Our Associate Wealth Management Advisor will work with a lead advisor to eventually manage and enrich existing client relationships.  Areas of emphasis include understanding a variety of investments, personal financial and retirement planning including working with advanced financial planning and other industry software and technology, creating financial plans and taxation as it relates to financial planning and investment management. You’ll have an opportunity to become a Lead Wealth Management Advisor if desired, and possibly a level of future ownership. 

The ideal candidate for this full-time career level position will have:

  • Two or more years of experience in financial services working with clients.
  • Securities licenses are required, such as Series 6 or 7, 63, 65 or 66 and/or Securities Industry Essentials (SEI)
  • Life and Health Insurance Licenses
  • Strong written and verbal communication skills, exceptional organizational dexterity and attention to detail are of utmost importance.
  • A desire to work within the framework of a team while being independent in your responsibilities.
  • An aspiration for a long-term career with our firm, with a substantial opportunity for growth in experience, responsibilities, and compensation
  • The ability to have fun and be enjoyable to be around, in a highly professional environment.

Compensation and associated benefits are competitive and are negotiable, commensurate with experience; we also have a strong bonus system that rewards you for your efforts and results.  Please submit your detailed resume’ and cover letter outlining your interest to join our team, your related experience including personal and career attributes, as well as your salary requirements and goals.

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