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Financial Advisor

We're looking for a financial advisor in the Wisconsin Dells/Lake Delton and Portage areas to offer comprehensive wealth management services to our local customer base.

The Advisor would cover existing clients and develop new business in the local markets we serve.
Responsibilities include:

  • Counseling customer to achieve financial goals.
  • Providing appropriate financial products to meet individual customer needs.
  • Establishing new customer relationships.

This is a unique employment opportunity offered through LPL Financial, Bank of Wisconsin Dells and BWD Wealth Management, and Bankers Wealth Management. This partnership includes benefits such as:

  • Locate within the bank to offer financial planning support and investment services.
  • Strong referral system from tenured bank employees.
  • Full employment benefits with competitive salary/bonus compensation, as well as health, dental, vision, 401k match, and paid time off.
  • Marketing, technology, and business development resources.
  • Successful existing program is well positioned to increase footprint.


  • 3-5 years investment product sales and service preferred
  • Series SIE, 7, 65/66, and IAR registered. Series 63 may qualify, based on experience.
  • Wisconsin life and health insurance license.
  • CFP or willingness to obtain

Our starting wage is commensurate with experience and quite competitive.

Apply Here