Job Description
Join our award-winning financial advisory team in Madison, WI, and transform your career in wealth management. We're seeking a dynamic Financial Advisor to build lasting client relationships while delivering comprehensive financial solutions. Enjoy a competitive base salary, uncapped commission structure, and industry-leading training in a collaborative, growth-oriented environment. Our firm specializes in retirement planning, investment strategies, and estate solutions for high-net-worth individuals and families.
Responsibilities
- Develop personalized financial plans including retirement, investment, tax, and estate strategies
- Acquire and nurture high-net-worth client relationships through consultative sales approaches
- Conduct portfolio analysis and rebalancing to align with client risk tolerance and goals
- Stay current on financial regulations (FINRA, SEC) and compliance requirements
- Leverage CRM tools to track client interactions and business development metrics
- Collaborate with internal teams on complex financial solutions and product offerings
Qualifications
- Bachelor's degree in Finance, Economics, Business, or related field
- Series 7, 66/65, and state insurance licenses (or ability to obtain within 90 days)
- 3+ years of financial services experience with proven track record in client acquisition
- Certified Financial Planner (CFP) or CFA designation preferred
- Exceptional communication skills with ability to explain complex concepts clearly
- Strong analytical skills and proficiency in financial planning software
- Valid Wisconsin state securities license