Wealth Advisor - Ellenbecker Investment Group

Ellenbecker Investment Group (EIG) - Wealth Advisor

Ellenbecker Investment Group (EIG) is a boutique Registered Investment Advisory (RIA) firm dedicated to providing a whole-person customized approach to financial planning. We offer consultative and investment management services to individuals, families, businesses and charitable foundations. We provide guidance throughout the planning process and involve our clients so they can gain both financial confidence and knowledge. As a family-owned, privately held firm our mission is to build long-term relationships through trust, integrity and a deep understanding of our clients' unique financial goals.

Role Description:
We are seeking a Wealth Advisor to join our team. This role is ideal for a financial professional who is passionate about delivering comprehensive financial planning and investment strategies in a collaborative, client-focused environment. The Wealth Advisor will be responsible for client relationship management, financial planning, investment advising and business development.

Qualifications:

• Experience in client facing financial advisory role, preferably within an RIA
• Strong understanding of Finance principles
• Exceptional Financial Planning and Retirement Planning skills
• Certifications such as CFP or ChFC are preferred; Series 65 or equivalent required
• Excellent analytical and problem-solving skills
• Ability to build and maintain strong client relationships
• Bachelor's degree in Finance, Economics, or related field

Benefits include: 

• Growth, Loyalty and Ownership program
• Health insurance options
• Retirement planning with 401(k) match and profit sharing
• Health and well being offerings
• Beautiful office located on 42 acres of nature with walking paths and wildlife
• Learn more about our commitment to our team, Discover EIG

 To learn more about this extraordinary opportunity, please visit Careers @ Ellenbecker. For further consideration, please forward your resume to [email protected] or contact Cara Olson, Chief People Officer at [email protected].