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Liberty Financial Group, Inc. · Elm Grove, Wisconsin
Financial Advisor / Financial Planner (CFP® Preferred)
Elm Grove, WI (Hybrid: 4 Days In Office)
$115,000-$125,000 Base + Incentive Plan
⏰ 33-Hour Summer Work Week
✅ No Commissions | No Sales Quotas | No Cold Calling
Build Financial Futures. Not Sales Pipelines. At
Liberty Financial Group , we're a woman-owned, fee-only RIA that has helped clients achieve their financial goals since 1981. We believe great financial planning comes from trusted relationships, fiduciary advice, and a client-first mindset.
We're seeking a Financial Advisor who wants to focus on planning, client relationships, and meaningful impact instead of prospecting and production goals.
Why Join Liberty?
No commissions or sales quotas
Established client relationships and team support
Summer 33-hour work week
Flexible start times
Hybrid schedule (WFH Wednesdays)
Collaborative, family-first culture
Fiduciary, fee-only advisory model
Deliver comprehensive financial planning
Guide clients on retirement, investment, estate, tax, and insurance strategies
Participate in portfolio reviews and investment committee discussions
Series 65 or 66
Wisconsin Life & Health License
FINRA registration
CFP® designation or candidate
CFA®, EA, or similar advanced credential
$115,000-$125,000 base salary
Annual incentive plan
10 paid holidays
PTO that increases with tenure
Medical insurance with employer contribution
SIMPLE IRA with 3% match
Quarterly team events
Enjoy planning more than prospecting
Prefer advising over selling
Value long-term client relationships
Thrive in a collaborative environment
Want genuine work-life balance
Are looking for a long-term professional home
If you're ready to focus on delivering exceptional advice instead of chasing sales goals, we'd love to hear from you.
Details
| Company | Liberty Financial Group, Inc. |
| Location | Elm Grove, Wisconsin |
| Type | FULL TIME |
| Niche | Full-time |
| Salary | $1,15,000 – $1,15,000 / yr |