Job Description
Join Madison's premier wealth management firm as a Financial Advisor and elevate your career in one of America's most livable cities. We're seeking ambitious professionals to build high-net-worth portfolios while enjoying Wisconsin's unmatched work-life balance. Our top-tier advisors earn 6-figure base salaries plus uncapped commissions, with comprehensive benefits and relocation assistance.
As a cornerstone of our client-first philosophy, you'll leverage cutting-edge technology and dedicated support teams to deliver personalized financial strategies. This is your opportunity to join an established firm with growth pathways to leadership positions while serving diverse clientele across Dane County and beyond.
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Build and maintain client relationships through regular portfolio reviews and strategic consultations
- Drive business development through networking, referrals, and community engagement
- Stay current on market trends, tax regulations, and investment products
- Collaborate with internal teams (legal, tax, compliance) to deliver integrated solutions
- Maintain FINRA Series 7 and 66/65/63 licenses
Qualifications
- 5+ years of financial advisory experience with high-net-worth clientele
- FINRA Series 7, 66/65/63 licenses (or ability to obtain immediately)
- CFP, CFA, or ChFC designation preferred
- Proven track record of exceeding sales targets
- Exceptional communication and presentation skills
- Bachelor's degree in Finance, Economics, or related field
- Strong analytical abilities with attention to detail