Job Description
Join Madison's premier wealth management firm as a Senior Financial Advisor and transform your passion for finance into a rewarding career. We're seeking dynamic professionals to help clients build financial security through personalized investment strategies, retirement planning, and wealth preservation. Our collaborative culture combines cutting-edge fintech with human-centric advice, allowing you to thrive in a supportive environment with uncapped earning potential.
Why Choose Us?
- Industry-leading training and mentorship program
- Comprehensive benefits package (health/dental/vision)
- Flexible hybrid work model
- Performance-based bonuses and profit-sharing
- Access to proprietary client acquisition tools
Responsibilities
- Develop comprehensive financial plans covering investments, insurance, taxes, and retirement
- Build and maintain high-net-worth client relationships through trust-based consultationsAnalyze market trends to recommend portfolio adjustments aligned with client goals
- Collaborate with cross-functional teams (tax specialists, estate planners)
- Meet quarterly revenue targets through strategic client acquisition
- Stay current on SEC/FINRA regulations and compliance requirements
- Mentor junior advisors on industry best practices
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFP preferred)
- Series 65/66 and state securities licenses (or ability to obtain immediately)
- 3+ years financial planning/advisory experience with high-net-worth clients
- Proven track record of meeting/exceeding sales targets
- Advanced knowledge of investment vehicles (stocks, bonds, mutual funds, ETFs)
- Exceptional communication and presentation skills
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)