Plus Group Wealth Advisors is an independent advisory services firm focused on comprehensive financial planning for individuals and full-service retirement plan consulting for companies and their participants. As financial planning professionals we believe in treating all clients with the fiduciary standard of care, the highest in the financial service industry. Through clear communication, prudent due diligence, and a personalized approach, we use our independence to craft custom solutions for the unique needs of our clientele.

  • We have been a pillar of our business community for thirty years.
  • We acknowledge that knowledgeable and committed staff are the primary foundation for our company's success. 
  • We deeply value our team of highly skilled professionals and are committed to each other's success and happiness. Our culture is one of the biggest perks of working for Plus Group Wealth Advisors LLC.
  • We are headquartered in Belgium, WI, between Sheboygan and Milwaukee.

                                     Careers currently available at Plus Group Wealth Advisors LLC:

  

    *** Financial Advisor Trainee - Full Time

To qualify for the position of a Financial Advisor Trainee, we desire:

  • Associate or Bachelor's degree in Finance, Economics, Business, Marketing, or related field.

  • Ability to obtain and maintain securities and insurance required licensing. 

  • Self-starter who is organized and an excellent communicator.

  • Entrepreneurial spirit, eager and able to thrive in a fast paced and growing firm.

  • Ability to manage multiple projects and meet deadlines and deliverables.

  • Enthusiasm and professionalism. 

  • Proven, excellent communication, customer service and organization skills.

  • Proficiency in Microsoft Office, including Word & Excel, and other client management software systems.

 

   *** Financial Advisor - Full Time  

    To qualify for the position of a Financial Advisor, we desire:

  • Associate or Bachelor's degree in Finance, Economics, Business, Marketing, or related field.
  • Three to five years of experience in related financial industries such as banking, insurance, accounting, or financial analyst is preferred but we will train.
  • Ability to obtain and maintain securities and insurance required licensing. 
  • Self-starter who is organized and an excellent communicator.
  • Entrepreneurial spirit, eager and able to thrive in a fast paced and growing firm.
  • Ability to manage multiple projects and meet deadlines and deliverables.
  • Enthusiasm and professionalism. 
  • Proven, excellent communication, customer service and organization skills.
  • Proficiency in Microsoft Office, including Word & Excel, and other client management software systems.

 

For additional details about the current positions available and to apply:  Email resume and cover letter to our Human Resource provider