Financial Advisor
2–5 years of experience preferred · Active licenses required · Eau Claire / Bloomer, WI
Keystone is growing, and we’re always interested in connecting with talented financial advisors who may be a great fit for our team.
We’re a relationship-focused firm that believes great financial advice starts with truly knowing the people we serve. We integrate planning, investments, tax, insurance, and estate work so clients can make confident decisions—and we want advisors who share that philosophy and want to grow with a collaborative, expanding firm.
You May Be a Great Fit If You
- Enjoy building genuine, long-term client relationships
- Are confident in financial planning and investment conversations
- Value integrity, accountability, and exceptional client service
- Take initiative and enjoy contributing ideas
- Thrive in a small, collaborative team environment
What You’ll Do
- Build and deepen client relationships through planning-led advice
- Lead discovery and review meetings covering retirement income, investments, Social Security/Medicare, insurance, and estate coordination
- Prepare and present written plans and recommendations in partnership with our tax and operations team
- Help grow the firm through referrals, community presence, and thoughtful follow-up—not a high-pressure sales culture
- Contribute ideas on process, client experience, and how we serve families and business owners
What You Bring
- 2–5 years in a client-facing advisory, planning, or wealth role (or a strong related background)
- Active advisor licenses required: Series 65 or 66, plus life and health insurance licenses
- Comfort talking through planning and investment decisions in plain language
- CFP® or progress toward it is a plus, not a requirement
- Willingness to work in person from our Eau Claire or Bloomer area offices
What We Offer
- A seat at a growing independent firm with a real voice in how the practice develops
- Integrated tax + planning support so you are not solving every problem alone
- Starting salary of at least $80,000; total pay and bonuses depend on experience and production
- A collaborative team that values integrity and long-term client outcomes
How to Apply
Send your resume and a brief introduction to alisha@keystonecv.com. We’d love to start a conversation.
Keystone Financial Advisory is an equal opportunity employer.