Top 44 Financial Advisor Jobs in Beloit, WI

Financial Advisor
Midwestern Securities Trading Company, LLC —Janesville, WI
- $50,000 - $70,000 a year
- Full-time
- Sales
- Mid-level
- Office
- Health savings account
- Disability insurance
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Financial Advisor
Edward Jones —Janesville, WI
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Para Planner, Client Relationship Manager
Karl & Associates Inc —Janesville, WI
- $50,000 - $79,680 a year
- Full-time
- Microsoft PowerPoint
- Microsoft Outlook
- Mid-level
- Health insurance
- 401(k) matching
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Financial Sales Representative
Northwestern Mutual —Janesville, WI
- $100,000 - $125,000 a year
- Full-time
- Background check
- Hospitality
- Business development experience
- Health savings account
- Disability insurance
Quick Apply
8d
Financial Advisor
Edward Jones —Delavan, WI
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Delavan, WI
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Stillman Bank Corp NA —Roscoe, IL
- $80,000 - $140,000 a year
- Mid-level
- Office
- 3 years
- Profit sharing
- Paid holidays
Financial Advisors
Savant —Rockford, IL
- $150,000 - $175,000 a year
- Full-time
- 5 years
- Senior level
- Leadership
Financial Advisor
Confidential —Rockford, IL
- $50,000 - $70,000 a year
- Full-time
- Customer service
- Mid-level
- Office
- Health savings account
- Health insurance
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Wealth Management Trainee (IL)
Bankers Life —Rockford, IL
- $50,000 - $80,000 a year
- Full-time
- Entry level
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Wealth Management Trainee (IL)
Bankers Life —Rockford, IL
- $50,000 - $80,000 a year
- Full-time
- Entry level
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Planning Strategist
Savant Wealth Management —Rockford, IL
- $127,500 - $175,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- AD&D insurance
Personal Financial Counselor, Assignment Ready Counselor, PFC- Rockford, IL
Magellan Health —Rockford, IL
- $58,440 - $93,500 a year
- Part-time
- Spanish
- English
- Mid-level
Regional Director, Advisory - Central/Western U.S.
Savant —Rockford, IL
- $200,000 - $225,000 a year
- Full-time
- Bachelor's degree
- Continuous improvement
- Travel
- Health savings account
- AD&D insurance
Guardian of the Estate
Rock County Advocacy Services, Inc. —Beloit, WI
- $24 - $28 an hour
- Full-time
- Adults
- Office
- Finance
- Paid time off
- 403(b)
Quick Apply
4d
Director of Accounting
Savant Wealth Management —Rockford, IL
- $130,000 - $180,000 a year
- Full-time
- CPA
- 5 years
- Office
- Health savings account
- AD&D insurance
Associate Advisor - Evansville, WI
Advisor Talent Solutions —Evansville, WI
- $68,900 - $86,900 a year
- Evenings as needed
- Office
- Bachelor's degree
- Financial services
- Profit sharing
- Health insurance
Quick Apply
Director, Mass Affluent Advisory Solutions
Savant —Rockford, IL
- $190,000 - $230,000 a year
- Full-time
- 5 years
- Business development experience
- Bachelor's degree
- Health savings account
- AD&D insurance
Licensed Financial Professional | Build Your Practice. Expand Your Future.
Scorology —United States
- $90,000 - $180,000 a year
- Part-time
- Remote
- Mid-level
- Residential
- Business development experience
- Professional development assistance
- Flexible schedule
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5d
Remote Financial Advisor
Tentek, Inc. —United States
- $100,000 - $500,000 a year
- Full-time
- Remote
- Mid-level
- US work authorization
- Communication skills
- Profit sharing
- Health insurance
Quick Apply

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Financial Advisor jobs near Beloit, WI

Financial Advisor

Midwestern Securities Trading Company, LLC -
Janesville, WI

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Job Details

Full-time
$50,000 - $70,000 a year

Benefits

Health savings account
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance
Retirement plan

Qualifications

Sales
Series 66
Series 7
Financial concepts
FINRA License
Financial services

Full Job Description

Sauk Valley Bank, in partnership with Midwestern Securities Trading Company, LLC, is seeking a personable, motivated, and client-focused Financial Advisor to join their growing wealth management team. With deep community roots and a service-first culture, this is an exceptional opportunity for an experienced advisor or a driven sales professional ready to transition into a fulfilling career in financial services.

This position combines the trusted presence of a locally owned, community-based bank with the resources and support of an independent broker/dealer. Whether you're a seasoned producer with an existing book of business or a talented relationship builder seeking a new path, this role offers the training, support, and flexibility to build a meaningful, long-term career.

About the Role

The Financial Advisor will focus on building long-term relationships with clients by providing tailored, intelligent investment solutions based on each individual’s unique financial goals. This is not a high-pressure sales environment—Sauk Valley Bank prioritizes integrity, trust, and doing what’s right for the client above all else. You’ll join a collaborative, laid-back team culture that values personal growth, teamwork, and genuine service.

In addition to managing an existing book of business, you'll actively cultivate new relationships by leveraging the bank’s client base, your personal and professional networks, and proactive outreach in the community. You'll also receive mentorship and hands-on support from experienced advisors and the Midwestern Securities home office team.

Key Responsibilities:

Manage and grow an existing client book with a focus on long-term, fee-based financial planning
Build and nurture new client relationships through networking, referrals, and community engagement
Develop and execute a personalized business plan in alignment with team goals and client needs
Deliver tailored investment solutions using a mix of fee-based and commissionable services
Conduct client meetings, portfolio reviews, and financial plan updates with professionalism and clarity
Use modern tools such as Salesforce, eSignature, and DocuSign to streamline client interactions and back-office tasks
Maintain compliance with FINRA, SEC, and internal regulatory standards

Desired Skills & Experience:

Proven relationship-building and communication skills
Coachable, organized, and highly motivated self-starter
Strong ethical standards and team-oriented mindset
Resilience, adaptability, and a growth-oriented attitude
Comfortable with technology platforms that enhance the client experience
Bachelor’s or Master’s degree (preferred)
FINRA Series 7 & 66 licenses (preferred or willingness to obtain)
Life, Health, Disability, and Long-Term Care Insurance licenses (preferred or willingness to obtain)
CFP®, ChFC®, or other designations are a plus
At least 1 year of financial services or 5+ years of successful sales experience (preferred)

This is a full-time, in-person position with a competitive salary plus commission compensation structure. Advisors can expect total compensation in the $50,000–$70,000 range depending on experience, with significant upside potential for strong performers. Special consideration may be given to advisors who bring a transferable book of business.

Comprehensive Benefits Include:

PTO
401K Retirement Plan
Medical Insurance
Life Insurance
Short Term Disability
Long Term Disability
Vision
Dental
Flexible Spending
Health Savings Account
AFLAC
Student Loan Paydown Plan

Work Environment:

In-person role
Standard day-shift hours with some flexibility for client meetings and events
Family-friendly, supportive workplace culture

Important Information:

U.S. work authorization required, no visa sponsorship available
Equal Opportunity Employer committed to diversity and inclusion in hiring practices

Job Type: Full-time

License/Certification:

Securities Industry Exam (Preferred)
Series 7 (Preferred)
Series 66 (Preferred)

Sauk Valley Bank is an Equal Opportunity Employer. SVB is committed to the provision of equal opportunity employment for all qualified persons in all job classifications in recruitment, selection and promotion without regard to race, color, religion, gender, gender identity, sexual orientation, parental status, national origin, age, disability, military status, veteran status or any other protected status. Submission of this information is voluntary and is not considered in employment decisions. This information will be kept separate from the employment files and is considered confidential.

Sauk Valley Bank offers medical, short term disability, long term disability, life, vision, dental and 401K benefits to all full-time positions. PTO will vary depending on the level of the position. This position is eligible for incentive.

Management reserves the right to change this position description at any time according to business needs.

Midwestern Securities Trading Company, LLC is a Member FINRA/SIPC. MSTC and SVB are not affiliated.

Ability to Commute:

Janesville, WI 53545 (Preferred)

Ability to Relocate:

Janesville, WI 53545: Relocate before starting work (Preferred)

Work Location: In person

Job Type: Full-time

Pay: $50,000.00 - $70,000.00 per year

Benefits:

401(k)
Dental insurance
Health savings account
Life insurance
Paid time off
Retirement plan
Vision insurance

Experience:

Financial concepts: 1 year (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

Financial Advisor jobs in Beloit, WI

Financial Advisor

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Para Planner, Client Relationship Manager

Financial Sales Representative

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Financial Advisors

Financial Advisor

Wealth Management Trainee (IL)

Wealth Management Trainee (IL)

Planning Strategist

Personal Financial Counselor, Assignment Ready Counselor, PFC- Rockford, IL

Regional Director, Advisory - Central/Western U.S.

Guardian of the Estate

Director of Accounting

Associate Advisor - Evansville, WI

Director, Mass Affluent Advisory Solutions

Licensed Financial Professional | Build Your Practice. Expand Your Future.

Remote Financial Advisor

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