What are the responsibilities and job description for the Financial Advisor – Remote (Wisconsin) position at Professions Inc?
We are representing a Wisconsin-based financial planning firm wanting to add a Financial Advisor within the state of Wisconsin. The company is based in the Madison area, but you can be located anywhere in the state of Wisconsin.
You will play a critical role in expanding our client base by prospecting, presenting, and closing new business centered around investment and retirement solutions. You’ll also help service and retain existing client relationships, delivering customized financial strategies that reflect our commitment to long-term wealth management and client success.
You will play a critical role in expanding our client base by prospecting, presenting, and closing new business centered around investment and retirement solutions. You’ll also help service and retain existing client relationships, delivering customized financial strategies that reflect our commitment to long-term wealth management and client success.
What Sets Us Apart:
- We are a culture-first firm: independence, collaboration, and personal accountability drive our success.
- Advisors receive weekly coaching and development support to enhance both their sales and planning capabilities.
- You’ll work with a high-performing, client-centric team and have the systems and infrastructure to support your growth.
Your Primary Focus:
- Drive new client acquisition through prospecting, networking, and proactive outreach.
- Sell financial securities products including mutual funds, ETFs, equities, fixed income, annuities, and advisory platforms aligned with client needs.
- Lead discovery meetings and deliver compelling investment solutions based on a thorough understanding of client goals.
- Build and maintain trusted, long-term client relationships through effective communication and ongoing service.
What We’re Looking For:
- Minimum 5 years of experience as a fully licensed, production-oriented Financial Advisor
- Active FINRA Series 7 and 66 licenses (required)
- Proven track record in securities sales and client acquisition
- Strong knowledge of investment vehicles, retirement planning, and holistic financial planning
- Bachelor's degree or higher
- Proactively build your own book of business through sales-driven outreach and relationship-building
- Develop personalized financial plans across retirement, investment management, estate strategies, and more
- Stay current with industry trends, compliance requirements, and market movements
- Use financial planning tools to support client recommendations and investment tracking
- Collaborate with internal teams and leadership to continuously improve the client experience
We take pride in helping clients who’ve worked hard to achieve their financial goals. Our team is built on mutual respect, high standards, and shared success. If you are driven, coachable, and thrive in a high-trust, entrepreneurial culture, we want to meet you.
Compensation & Benefits:
- Competitive base plus performance-based bonuses
- Full benefits package including:
- 401(k) with match
- Medical, dental, vision, and life insurance
- Paid time off and parental leave
- Relocation assistance
- Flexible work schedule