MBE Wealth
Join to apply for the
Financial Advisor
role at
MBE Wealth .
What’s the role? Financial Advisors provide financial planning and investment support to the firm's clients. Your primary responsibility is to assist current firm clients with their financial planning and investment needs. Your secondary responsibility is to develop your own clientele and future marketing strategies to grow the firm’s client base. To be successful you should understand financial planning and investing concepts, be detail-oriented, professional, and have excellent written and verbal communication skills.
What experience and skills do I need to be successful?
Bachelor’s degree in finance, business administration, or a related business field.
Experience in a financial advisor or related position.
Series 66 or Series 65 licensure.
General computer skills using Microsoft Office Suite (Word, Excel, Outlook) and managing clients within a CRM.
Excellent personal skills when dealing with clients of all ages and backgrounds.
Great Perks and Benefits
Competitive medical, dental, and vision insurance plans.
FSA/HSA account options.
Paid Time Off (PTO).
401(k) employer matching program to save for retirement.
Tuition reimbursement and professional growth opportunities through continuing education.
Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
Bonuses for helping with business development leads.
Incredible potential for upward mobility and career growth.
What will my schedule look like? This onsite role supports our office hours of Monday—Friday 8 a.m.–5 p.m. with very limited travel unless requested by a client for an in‑person meeting.
How do I join? The first step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE Wealth team.
What else are you hiring for? See all MBE Wealth's openings on our website or reach out to our lead recruiter, Jazmine Hoile, on LinkedIn.
More About MBE Wealth MBE Wealth is part of the MBE CPAs affiliate group. We are a team of financial experts who use industry-based knowledge to help others succeed in their financial journeys through financial planning and wealth management. We support clients with 19 office locations, including 13 in Wisconsin and additional offices in Arizona, Nebraska, and Colorado.
Seniority Level Entry level
Employment Type Full‑time
Job Function Finance and Sales
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Financial Advisor
role at
MBE Wealth .
What’s the role? Financial Advisors provide financial planning and investment support to the firm's clients. Your primary responsibility is to assist current firm clients with their financial planning and investment needs. Your secondary responsibility is to develop your own clientele and future marketing strategies to grow the firm’s client base. To be successful you should understand financial planning and investing concepts, be detail-oriented, professional, and have excellent written and verbal communication skills.
What experience and skills do I need to be successful?
Bachelor’s degree in finance, business administration, or a related business field.
Experience in a financial advisor or related position.
Series 66 or Series 65 licensure.
General computer skills using Microsoft Office Suite (Word, Excel, Outlook) and managing clients within a CRM.
Excellent personal skills when dealing with clients of all ages and backgrounds.
Great Perks and Benefits
Competitive medical, dental, and vision insurance plans.
FSA/HSA account options.
Paid Time Off (PTO).
401(k) employer matching program to save for retirement.
Tuition reimbursement and professional growth opportunities through continuing education.
Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
Bonuses for helping with business development leads.
Incredible potential for upward mobility and career growth.
What will my schedule look like? This onsite role supports our office hours of Monday—Friday 8 a.m.–5 p.m. with very limited travel unless requested by a client for an in‑person meeting.
How do I join? The first step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE Wealth team.
What else are you hiring for? See all MBE Wealth's openings on our website or reach out to our lead recruiter, Jazmine Hoile, on LinkedIn.
More About MBE Wealth MBE Wealth is part of the MBE CPAs affiliate group. We are a team of financial experts who use industry-based knowledge to help others succeed in their financial journeys through financial planning and wealth management. We support clients with 19 office locations, including 13 in Wisconsin and additional offices in Arizona, Nebraska, and Colorado.
Seniority Level Entry level
Employment Type Full‑time
Job Function Finance and Sales
#J-18808-Ljbffr