Job Description
Join our award-winning financial advisory team in Madison, WI and transform your career while transforming lives. We're seeking a passionate Financial Advisor to help clients navigate complex financial landscapes and achieve long-term wealth goals. Enjoy comprehensive training, state-of-the-art technology, and a collaborative culture that prioritizes client success and professional growth.
Our firm offers:
- Industry-leading mentorship program
- Full CFP® certification sponsorship
- Competitive benefits package including 401(k) match
- Hybrid work flexibility
- Exclusive access to proprietary investment platforms
Responsibilities
- Develop personalized financial plans for high-net-worth individuals and families
- Build and maintain robust client relationships through strategic consultations
- Analyze market trends and investment opportunities to optimize portfolios
- Drive business development through networking and referral programs
- Ensure compliance with FINRA regulations and firm protocols
- Collaborate with cross-functional teams on complex wealth strategies
- Mentor junior advisors to foster team excellence
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7, 66, and state insurance licenses (or willingness to obtain)
- 3+ years of financial planning or advisory experience
- Proven track record in client acquisition and retention
- Strong analytical skills and proficiency in financial modeling software
- Certified Financial Planner (CFP®) designation preferred
- Exceptional communication and presentation skills
- Madison area residency or strong local network required