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Financial Advisor - Established Book of Clients

Job in Waukesha, Waukesha County, Wisconsin, 53188, USA
Listing for: Vaco
Full Time position
Listed on 2026-01-26
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Job Description & How to Apply Below
Position: Financial Advisor - Established Book of Clients & Growth
A growing financial planning firm in Waukesha is seeking a Financial Advisor to develop and implement customized financial plans. This role enables you to leverage an established book of business, focusing on relationship-based advising without cold calling. Competitive base compensation and additional bonus opportunities are offered. The ideal candidate will possess a Bachelor's degree, and necessary financial licenses, and have strong skills in client relationship management and comprehensive planning.
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