Financial Education Advisor

Milwaukee, WI

Posted: 05/05/2023 Employment Type: Direct Hire Industry: Finance

Job Description

  • Perform one on one investment consulting with retirement plan participants
  • Educate participants on wealth management and portfolio strategies
  • Setting Zoom and on-site meetings with clients

Job Requirements

  • Bachelor’s degree in Finance or Accounting preferred
  • Bilingual skills in Spanish & English strongly preferred
  • Finra Series 65 certification preferred

Additional Information

Why You Want to Work Here:


  • A firm with outstanding company culture – repeatedly recognized as a “Best Place to Work” award recipient
  • Work-life balance and flexibility
  • Outstanding benefits




Steven Winker, CPC

262-707-2406 |

Meet Your Recruiter

Steven Winker, CPC
Senior Employment Consultant

Steven is a graduate from UW-Oshkosh and has been with AllianceStaff since 2018, and in the recruiting industry since 2015 . He’s CPC certified and specializes in Supply Chain, Operations, & Logistics. He prides himself on building relationships with local companies and candidates. His primary goal is to help ensure future employees are excited and motivated in their new career opportunity, and that employers can feel confident and assured that their new hire will help move the company forward.

During Steven’s free time, you can find him with his family, probably at a Bucks or Brewers game, or watching/playing soccer. His golf game could use some work, and his wife says he should probably spend less time trying to fix it…    

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