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. 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.
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.
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.
Job Type: Full-time
Pay: $75,000.00 - $100,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
Education:
Experience:
- Wealth management: 5 years (Required)
Ability to Commute:
- Onalaska, WI 54650 (Required)
Ability to Relocate:
- Onalaska, WI 54650: Relocate with an employer provided relocation package (Required)
Willingness to travel:
Work Location: In person
