Job Description
Join Madison's premier wealth management firm as a Financial Advisor and transform your passion for finance into a thriving career. We're seeking a dynamic professional to build lasting client relationships while delivering comprehensive financial solutions. Enjoy uncapped earning potential, comprehensive benefits, and ongoing professional development in a collaborative environment.
Responsibilities
- Develop personalized financial plans including investment strategies, retirement planning, and risk management
- Cultivate and expand a high-net-worth client portfolio through proactive relationship building
- Analyze market trends and economic data to optimize client portfolios
- Ensure strict compliance with FINRA regulations and firm policies
- Collaborate with internal teams on tax-efficient wealth transfer strategies
- Mentor junior advisors to foster team growth and expertise
Qualifications
- Bachelor's degree in Finance, Business, or related field (MBA/CFA preferred)
- Series 7 and Series 66/63/65 licenses required
- 5+ years experience in financial services with proven client acquisition track record
- Exceptional communication and presentation skills
- Strong analytical abilities with attention to detail
- Experience with financial planning software (e.g., MoneyGuidePro)
- Unwavering commitment to ethical client-first practices