Job Description
Join our award-winning wealth management firm in Madison, WI, and build a rewarding career as a Financial Advisor. We're seeking a driven professional to join our growing team and help clients achieve their financial goals through personalized investment strategies, retirement planning, and risk management. Enjoy competitive compensation, comprehensive training, and a collaborative culture that values innovation and client success. Why Choose Us? Competitive commission structure, ongoing professional development, state-of-the-art technology platform, and a client-first approach. What We Offer: Health/dental/vision insurance, 401(k) matching, flexible work arrangements, and generous PTO. Apply today to become part of Madison's premier financial advisory team!
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Build and maintain strong client relationships through regular portfolio reviews and strategic consultations
- Analyze market trends and economic data to optimize investment strategies
- Meet/exceed sales targets through proactive client acquisition and referral generation
- Stay current on SEC/FINRA regulations and compliance requirements
- Collaborate with internal partners (estate attorneys, tax specialists) for holistic client solutions
- Leverage CRM systems to track client interactions and pipeline management
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- Series 7, 66, and state insurance licenses (or ability to obtain within 90 days)
- 3+ years of financial planning/advisory experience
- Proven track record of meeting sales targets and client acquisition
- Strong analytical skills with ability to interpret complex financial data
- Exceptional communication and presentation skills
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Valid Wisconsin securities license