Associate Financial Advisor
Michael Traxler Wealth Management, LLC
The Associate Financial Advisor is a full-time position intended for a licensed financial advisor in a team environment as a long-term career.
Michael Traxler Wealth Management, LLC (MTWM) is an established and growing SEC Registered Investment Advisor located in New Prague, MN serving the southern Minnesota region. We are a 100% fee-based fiduciary, serving retirement minded individuals with retirement planning services, personalized investment management, and on-going financial advice as needed. We are a small office and work together to support our clients in every way we can. Our culture is formed by teamwork, integrity, problem solving, and a passion to help our clients improve their financial lives.
At MTWM we are looking for a talented, ambitious person that is willing to start at an entry level for ongoing development with a desire to learn and grow with the company long-term.
This position will be in-training in a team environment and their responsibility will be to learn about the company and its operations from the ground up. Then ultimately function as a licensed financial advisor responsible for a group of the firm’s clients, gain a unique knowledge of fee-based annuities, and support others in the company with tasks and analysis.
We are specifically looking for employees with the following characteristics:
Energetic initiative-takers with goals
Independent employees that can prioritize and complete tasks
Comfortable working autonomously
Willingness to embrace new technology
Detail-oriented, able to perform research, make recommendations, and solve problems
Take direction and be teachable, and work with others
Pursue the good of the clients and the firm
Communicate clearly and confidently with team members and clients
Ability to introduce themselves and cultivate new relationships
Prefer working in a small business setting with a desire to grow with the firm long-term
Willing to incorporate compliance into all situations and decisions
As an associate advisor you can look forward to:
Job Type: Full-time
Pay: $30,000.00 - $60,000.00 per year
How to Apply:
Disclaimer / Policy Statements
MTWM is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills, and experiences within our workforce.