A Growing Financial Firm in New Berlin, WI
The Du Charme Financial Group is a growing branch office of Global View Capital Advisors, located in New Berlin, WI. We’re always on the lookout for top talent to join our team, and those individuals tend to come from many places and backgrounds.
First and foremost, we’re a great landing place for Advisors who are dissatisfied with where they are currently. If you’re a Financial Advisor looking for a more entrepreneurial environment, larger opportunity for growth, and a truly client-focused, fiduciary culture, we might be a great fit for you.
We’ve also been successful in helping people who are seeking a career change transition into Advisory and Marketing roles. New grads with passion for finance and marketing are also extremely good candidates for our branch. With top-notch on-boarding, training programs, and mentoring, as well as a supportive and successful team in place, The Du Charme Financial Group has a lot to offer people seeking a new career opportunity.
Always dreamed of owning your destiny? That’s what we’re all about. With Global View Captial Advisors and The Du Charme Financial Group behind you, you’ll receive support to build your personal business plan, growing at the pace that you choose. It’s the best of both worlds; with the autonomy to develop your own book of business, and the support of an experienced team helping you avoid common mistakes, you’ll grow faster than you could on your own, or at many other firms.
Whether you’re new to the Financial Advisory world, or you’re already an Advisor seeking a better fit for your skill set and personality, you’ll receive support from the Du Charme team. With over 100 years combined experience in the financial sector, our team is committed to helping new Advisors get up-to-speed quickly, so they can start growing their business. Shadowing appointments with senior Advisors help new Advisors learn valuable communication strategies, and collaborative planning on our clients’ behalf lets our team works together. This type of mentorship ensures that we provide the best service to our clients, and achieve personal success across the board.
We stand firm on the belief that doing the right thing is always right (check out our blog dedicated to this concept)! If you are ready to dedicate your career to helping people, you’ve come to the right place. We pride ourselves on developing smart, effective financial strategies for clients large and small, using a variety of best-in-class planning tools and products.
Technology And Back Office Support
Global View Capital Advisors and The Du Charme Financial Group are dedicated to providing the support you need to become successful. With systems in place to generate forms, proposals, open accounts, bill clients, and report progress, you’ll have everything you need to grow your business, at your fingertips. Our systematized client acquisition system makes bringing on new clients easy, repeatable, and efficient. We also offer each client their own Personal Financial Website, a benefit to both them, and you. And, since our home office is located just miles away in Waukesha, WI, you’ll be confident that you can get the support you need, when you need it.
Global View Capital Advisors offers a library of professional, branded marketing materials, which are being updated continuously to support Advisor needs and requests. With a strong online marketing strategy including our branch website, customized marketing videos and blogs, social media integration, and email marketing, we’ve positioned all of our advisors to benefit from being part of The Du Charme Financial Group. Our investment in marketing ensures that we engage our community and match the right advisor with each prospect who contacts us. It’s a win-win-win for our branch, our Advisors, and our clients.
We’re committed to offering cutting edge tools to our Advisors and clients, which is why we’ve partnered with Wealthsimple.com to give our Advisors the opportunity to include online investing in their toolbox of financial solutions. By making investing accessible to individuals and families with smaller amounts to invest, we truly give everyone the opportunity to start working toward their goals and dreams, today. This simple, low-maintenance platform helps new Advisors reach a target audience that was not a focus in the past – you’ll serve more people from day one, help them put a financial plan in place earlier, and grow with them as their life changes.
Whether you’re already a Financial Advisor looking for a new opportunity, or someone with a different background, who wants to help people achieve their dreams through financial literacy and planning, The Du Charme Financial Group might be a great fit for you. Contact us today to set up an informational interview. We’re eager to share more about our culture, and look forward to meeting you!