Heritage Financial Partners is seeking a highly motivated and client-focused individual to join our team as an experienced Wealth Advisor. As an experienced professional in the field, you will play a pivotal role in guiding our clients towards financial freedom through a deep understanding of the intricacies of wealth management and financial planning. In this role, you will have the opportunity to leverage your expertise to build and foster meaningful relationships with clients, anticipate and execute on their needs, and simplify complex financial matters to provide tailored solutions. The ideal candidate will have developed and be accompanied by a book of business commensurate with their wealth management tenure. Responsibilities Build and cultivate strong, long-lasting relationships with clients based on our firm's core values. Collaborate with experienced peer advisors to create comprehensive financial plans and investment strategies for clients. Conduct comprehensive financial assessments and develop customized strategies to meet clients' goals. Proactively anticipate clients' evolving needs and provide exceptional service throughout their financial journey. Analyze market trends, economic indicators, and investment opportunities to provide informed recommendations. Effectively manage all communication with the client base including phone calls, emails, and meetings. Present complex financial concepts in a simple, easy-to-understand manner to empower clients in their decision-making process. Stay updated on industry regulations, best practices, and emerging trends to deliver cutting-edge advice. Mentor and support junior team members, sharing your knowledge and expertise. Participate in daily advisor conference calls, weekly team meetings, training opportunities, and firm client events. Source prospective client opportunities by capitalizing on networking and referrals. Maintain all continuing education requirements of a wealth advisor plus required training elements. Preferred Qualifications Minimum of two years of experience in wealth management, financial planning, or a related field. Bachelor's degree in finance, economics, accounting, business, or related field. Professional designations, such as Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), or Chartered Financial Analyst® (CFA®). Proven track record of success in developing and maintaining client relationships. Strong knowledge of investment products, financial markets, and wealth management strategies. Series 65 or 66 license. Clean U-4 and U-5 history. Knowledge, Skills, and Abilities Strong analytical skills with the ability to analyze complex financial data. Excellent interpersonal and communication skills, with the ability to build rapport and trust with clients. Familiarity with Federal / State income taxes and family estate planning. Passion to serve and genuinely help clients achieve their financial goals. Detail-oriented with strong organizational and time management skills. Ability to handle multiple tasks and priorities simultaneously. Business development skills. Proficiency in financial planning software, Client Relationship Management (CRM) databases, and Microsoft Office suite. Benefits and Perks Competitive salary and performance-based bonus structure. 401(k) with a 100% company match up to 6% of employee contribution. Health Reimbursement Account (HRA). Competitive paid time off and paid observance of most Federal holidays. Mental health and confidential professional counseling services (EAP) 100% employer-paid. Discounted memberships to Costco and YMCA. Opportunities for professional growth and advancement within the company. Access to industry-leading tools, technology, and resources. Collaborative and supportive work environment that fosters learning and development. Chance to work with a team of passionate professionals dedicated to making a difference in clients' lives. Company Culture and Overview Heritage Financial Partners is a leading wealth management and financial planning firm in Northeast Wisconsin dedicated to guiding more than 400 individuals and families to Find their Freedom. We pride ourselves on building meaningful relationships, executing relentlessly, and providing passionate service to our valued clients. As a member of Carson Group Partners, a national network serving more than 50,000 households with $30 billion AUM, we are committed to excellence and innovation in the financial industry. Heritage Financial Partners is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Visit https://www.heritagefinancialllc.com/grow-with-us/ or call (920) 435-8436