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Full timeFinance

Financial Advisor

RogueSearchPewaukee, Wisconsin🇺🇸United StatesPosted Oct 26, 2026

Quick overview

SeniorityMid Senior
Employment typeFull Time
Work modeHybrid
LocationPewaukee, Wisconsin, United States

Job description

Job Description

Financial Advisor

Greater Pewaukee Area, WI

A leading national financial institution is seeking an experienced Financial Advisor to join its wealth management platform in the Milwaukee suburban market. This role provides the opportunity to step into a three-branch territory with significant growth potential, while continuing to build and grow a personal practice through referrals and relationship development.

The advisor will work within a fully supported environment that includes planning tools, operational infrastructure, and a collaborative banking partnership designed to generate ongoing client opportunities.

Opportunity Highlights

  • Established referral ecosystem through internal banking partnerships
  • Comprehensive investment and insurance platform
  • Advanced financial planning tools and technology
  • Operational, compliance, and administrative support
  • Competitive compensation structure with long-term growth opportunity
  • Three-branch territory with a $184MM deposit base across the affluent Milwaukee suburban corridor (Pewaukee, West Bend, Menomonee Falls

Ideal Candidate Profile

  • Experienced Financial Advisor currently in a bank, independent, regional, or wirehouse environment
  • Demonstrated ability to manage client relationships and grow assets under management
  • Portable client relationships expected to transition with the advisor
  • Comfortable working in a collaborative environment with internal referral partners
  • Entrepreneurial mindset focused on long-term client relationships and business growth

Additional Details

  • Access to internal referral opportunities from banking partners
  • Full operational and transition support available
  • Ability to bring an existing client base and grow through internal channels
  • Collaborative culture focused on client planning and relationship management

Why This Opportunity Stands Out

This opportunity offers advisors the ability to grow their practice within a well-established financial institution while leveraging internal referrals and planning resources. Advisors benefit from the stability of a large platform combined with the ability to build and maintain long-term client relationships.

If you are an experienced advisor interested in exploring a new growth opportunity, a confidential conversation is encouraged.

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