Job Description
Join our elite financial advisory team in Madison and start building your wealth management career tomorrow! We're seeking ambitious Financial Advisors to serve high-net-worth clients in Wisconsin's vibrant capital. Enjoy uncapped commission potential, comprehensive training, and a collaborative environment where your success is prioritized.
Why Madison? Thrive in a city with robust economic growth, a top-ranked university talent pipeline, and a community valuing financial literacy. We offer industry-leading tools, mentorship from CFPĀ® professionals, and a clear path to equity partnership.
Responsibilities
- Develop comprehensive financial plans for 30+ high-net-worth clients
- Drive revenue through investment portfolio management and strategic wealth solutions
- Build and maintain client relationships through personalized financial education
- Comply with FINRA/SEC regulations while achieving sales targets
- Collaborate with internal partners for tax, estate, and retirement planning
- Leverage CRM systems to track client metrics and business development
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 65/66 and state insurance licenses (or ability to obtain immediately)
- 3+ years in financial services or sales with proven track record
- Exceptional communication skills and client relationship aptitude
- Certified Financial Planner (CFP) designation preferred
- Proficiency in financial planning software (e.g., MoneyGuidePro)