Financial Advisor-Curator
Liberty Financial Group, Inc
The Role of Curator: Are flexible hours attractive to you? Do you want to be trained for success? Does a team environment energize you? The Curator is trusted among our team and our clients for confidentiality, high standards of service, never waiving ethics, alignment to legal and regulatory requirements.
You are the Curator of our clients’ desires, passions and dreams. With customized care you tailor an investment roadmap to bring an individual’s life’s collection to a meaningful future. Like the world of art, you enjoy the creative design of providing clients with the financial freedom to allow their picture of their ideal goals and retirement to unfold.
A Day in The Life of Our Curator: Research and analysis guides your decisions daily. You orchestrate the investment management for our clients and team priorities for that week. You are equipped to address investment related question by stepping into meetings, scheduled or impromptu, and provide premier delivery of our services. As Curator, you are first and foremost a fiduciary on behalf of our clients, seeing client interests above all others. You illustrate a plan portrait and encourage personal change to achieve successful financial life planning.
Required Education & Experience: 4-year college degree & Series 65, 66, or similar
Desired Education & Experience
- Microsoft Office suite knowledgeable: outlook, excel, word, one note & teams
- 5-10 years in financial industry, client facing role a plus
- 4-year degree in finance or similar
- CFA® (Certified Financial Analyst), CFP® (Certified Financial Planner) or similar
- Custodians: Charles Schwab Experience
- Software: Morningstar, MoneyGuidePro & Advyzon
Benefits Package:
- Paid holidays
- Early out Friday summer hours
- Family Bonding Benefit, Bereavement, Medical
- 50% Medical premium coverage
- Long Term & Short Term disability, life insurance
- Health Reimbursement Acount (HRA), Flexible Spending Account (FSA)
- 3% Simple match with Simple Roth component
- Education/Conference attendee budget
- PTO days (personal/sick), Weekly work from home Wednesdays
- Costco Membership
- Quarterly Happy Hours & Team Events
- Bi-Yearly Growth Plans
Submit your resume today: Apply for Financial Advisor role @ Liberty Team
Liberty Culture: Local greater Milwaukee area, in person, client-family team centered, pro work-life balance, flexible schedule, business casual attire, and casual Fridays.