Midwest Financial Group is a values-based financial planning and employee benefits firm with locations
in Madison, Platteville, and Horicon, WI and we’re growing!
Associate Advisor (Full-Time)
Madison, WI
Responsibilities:
- Work with the senior advisors to help clients define and reach their financial goals
- Help advisors prepare and present financial plans using established design and structure
- Follow up with client requests
- Prep documents for review and new business needs
- Drip market using existing methods to a growing list of prospects
- Prepare and deliver educations presentations for employer groups
- Develop relationships and grow new client relationships
- Through joint work will begin to establish themselves as the primary advisor over time to take on an
existing client base.
Requirements:
- Ability to become licensed and appointed with Commonwealth Financial Network
- Self-motivation and accountability
- Strong desire to be part of a team, yet work independently and be self-motivated
- Desire to put the needs of the client first
Why Should You Work for Midwest Financial Group?
- You’ll love the camaraderie here!
- Work-Life balance is excellent.
- Midwest Financial Group makes decisions with you in mind and not the bottom line.
- You’ll be working for a company that treats their employees as well as customers just like family.
- You’ll be helping clients make a difference in their lifestyles and their legacy.
- Comprehensive benefits are available.
Start your career with us today.
To apply, email your resume and cover letter to:
[email protected]
Or mail them to:
Midwest Financial Group
1806 Seminole Hwy.
Madison, WI 53711
608-807-4775
