Financial Advisor – Full-Time, Salaried

About Us

Integrated Wealth Management, LLC, is a growing, client-focused financial advisory firm dedicated to providing exceptional service and sound financial strategies. We believe in teamwork and fostering a collaborative environment where our advisors can thrive without the pressure of sales targets.

Position Overview

We are seeking an experienced and knowledgeable Financial Advisor to join our Onalaska, WI office. We have another opening in New Braunfels, TX. This is a full-time, salaried position with a bonus structure based on firm revenue. Unlike many advisory roles, this is not a sales position. We value client relationships and seek a professional who shares our commitment to client-centric service.

We also value those who are working towards obtaining their CFP certification and will reimburse your course fees once have completed the course.

Key Responsibilities

• Conduct ongoing strategy meetings with existing clients
• Update and manage financial plans to align with client goals
• Provide answers and advice to client inquiries
• Complete necessary paperwork and ensure compliance with regulatory standards
• Collaborate with our team to enhance client experience and firm growth

Qualifications

• Minimum of 5 years of experience as a financial advisor
• Series 7, Series 66, and Life & Health Insurance licenses
• At least one professional designation (CFP preferred)
• Strong knowledge of financial planning, investment strategies, and client service
• Excellent communication and interpersonal skills
• A commitment to working collaboratively as part of a team

Compensation and Benefits

• Competitive salary with a performance-based bonus
• 401(k) retirement plan with company match
• Comprehensive health insurance
• Paid time off (PTO)
• Annual bonuses based on company revenue

Why Join Us?

This is an opportunity to be part of a dynamic team that values collaboration and client satisfaction over sales targets. If you are an experienced advisor looking for a rewarding role without the pressure of building a book of business, we’d love to hear from you. We are willing to pay relocation fees! 

How to Apply

Interested candidates are encouraged to apply by submitting their resume and a cover letter detailing their experience and interest in the position.