What are the responsibilities and job description for the Financial Professional position at Talent Elite Partners Connecting Elite Sales Experts with Premier Opportunities?
Confidential Opportunity – Financial Professional
A top performing advisory team in Northern Wisconsin is seeking an experienced Financial Professional to join an established and growing office in the Appleton / Green Bay market.
This confidential opportunity is ideal for advisors who are looking for greater independence, strong transition support, and the ability to grow their practice within a collaborative team environment.
The team operates within an independent broker-dealer and independent RIA platform, allowing advisors greater flexibility in serving clients while maintaining the support, infrastructure, and benefits of a large financial organization.
The office is recognized as a top performing advisory team in Northern Wisconsin. They are expanding and seeking a motivated advisor who wants to build and scale their practice while maintaining ownership of client relationships.
A private office is available immediately for the incoming advisor.
Qualified candidates may be eligible for competitive transition assistance designed to support a successful move and long-term growth.
Transition support is typically structured around:
- Transferable client assets (AUM)
- Trailing 12-month production across advisory, insurance, and annuity business
- A transition structure designed to support long-term growth
.
Independence with Institutional Support
This role offers the advantages of an independent platform while maintaining access to significant firm resources, including:
- Flexible independent broker-dealer and RIA structure
- Ability to maintain and grow your client relationships
- Support for transitioning existing books of business
- Lead generation opportunities and referral channels
- Operational and transition support during onboarding
Advisors have the ability to build and grow their own practice while collaborating within an established team environment.
Advisors have access to a competitive benefits package, including:
- Health insurance
- 401(k) retirement plan
- Pension program
- Additional advisor support and practice development resources
Advisors will have access to multiple growth channels including:
- Opportunities to work with existing client relationships
- Structured multiple lead generation programs
- Collaboration with senior advisors within the office
- Marketing and planning resources to support client acquisition
The environment is designed for advisors who are motivated to grow and expand their practice.
- Manage and grow a client-focused wealth management practice
- Transition and retain client relationships
- Acquire new clients through networking, referrals, and firm resources
- Deliver comprehensive financial planning and investment advice
- Build relationships with high-net-worth individuals and families
- Collaborate with the advisor team on complex client opportunities
Qualifications
- Series 7 and Series 66 required
- Life, Accident & Health license
- Experience managing client assets and relationships
- Existing book of business or transferable assets preferred
- Strong business development and relationship management skills
- Entrepreneurial mindset with strong growth motivation
Office Environment
Location: Appleton / Green Bay market
Team: 4 established advisors
Recognition: Top Performing Advisory Team in Northern Wisconsin
Office: Dedicated office available onsite
All inquiries will be handled with strict confidentiality.
Salary : $150,000 - $325,000