Job Description
Join our award-winning wealth management team in Madison, WI, and transform your career while helping clients achieve financial freedom. As a premier financial advisory firm, we provide comprehensive training, cutting-edge tools, and a supportive environment for ambitious professionals to thrive. This direct-hire position offers uncapped earning potential and the opportunity to build a robust client portfolio in one of America's most vibrant economic hubs.
Responsibilities
- Develop personalized financial plans covering investments, retirement, estate planning, and risk management
- Cultivate long-term client relationships through proactive communication and trust-building
- Stay current on market trends, regulatory changes, and investment strategies
- Collaborate with internal teams to deliver seamless client experiences
- Meet/exceed sales targets while maintaining compliance with FINRA regulations
- Leverage CRM systems to track client interactions and portfolio performance
- Participate in community outreach to expand professional network
Qualifications
- FINRA Series 7 and 66/63/65 certifications (or ability to obtain within 90 days)
- Bachelor's degree in Finance, Economics, Business, or related field
- 3+ years of financial advisory or client-facing experience
- Proven track record of meeting sales and client retention goals
- Exceptional communication, analytical, and presentation skills
- Strong understanding of investment products and financial planning strategies
- Ability to work independently while collaborating effectively within a team
- WI state securities license (or ability to obtain)