675 North Barker Road
For all Freedom Wealth Alliance Career Opportunities contact:
Robin Rozman via email: email@example.com or call 262-798-7979
Freedom Wealth Alliance has recently expanded and needs an experienced Branch Manager to help recruit and guide our Financial Advisors in the Milwaukee and surrounding areas. Whether you are an individual producer or a manager leading a team, if you are looking for a new opportunity, we believe Freedom Wealth Alliance is an exceptional firm that stands apart from the rest.
Are you looking for an opportunity to join a fast growing, independent-minded, client-first, Advisor-supported RIA? Are you looking for an environment where you have the Freedom to service your clients and grow your business on your terms without added pressure from corporate sales directors? Are you looking for a firm where your voice is heard and you have influence on the decision-making and the direction of the firm? Are you looking to join a team of financial professionals that believes our clients and our firm succeed when we work together for the common good?
At Freedom Wealth Alliance (F.W.A.), we have built our culture around passion, integrity, respect, teamwork and the desire for Freedom that other firms may struggle to provide. We specialize in helping high-quality advisors reach their full potential within the independent advisory space. Our unique structure allows you to work with multiple custodians, utilize state-of-the-art technology, leverage full administrative support and gain access to professionally managed investment portfolios, all without complicating your life. We created F.W.A. with you in mind.
Join us now to enjoy these and many other benefits…
What You Bring to the Table
Qualified Candidates contact: Kurt Rozman at 262-798-7979 or firstname.lastname@example.org. Strictly confidential. Visit our Investment Professionals website at: www.explorefreedomwealthalliance.com to learn more about our affiliation options.
Full time salary & bonus position. We are currently expanding our advisory practice and are in need of several qualified advisors. Candidates must have series 7,63,65, variable annuity and life insurance licenses. Applicants must have clean CRD and a good credit report. For more information visit us at: www.explorefreedomwealthalliance.com
We offer a comprehensive suite of entitlements and services to help you grow, manage and protect your business. Candidates may elect to work off site and self brand their firm, or work on site in one of the FWA office locations. For more information visit us at: www.explorefreedomwealthalliance.com
Flexible hours, part time or full time is acceptable. Individual must be professional in both appearance and mannerisms. Candidate must have excellent phone etiquette and hospitality skills. Candidate must be able to multitask and be proficient with Microsoft office suite. Job duties include but are not limited to:• Preparing meeting rooms for client appointments • Helping set up and take down for client events • Responsible for the first and last impression of our firm Join us and make a difference. This position can be dynamic and fun!
We help our clients build a foundation for their financial future. They appreciate the level of attention and service we provide, and our commitment to building longstanding relationships based on trust.
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.