Job Description
Join Madison's premier wealth management firm as a Senior Financial Advisor and transform clients' financial futures. We're seeking a results-driven professional to build high-net-worth portfolios while enjoying industry-leading compensation and unparalleled support. Our client-first culture combines cutting-edge technology with personalized service, creating an environment where your expertise thrives.
Enjoy Madison's vibrant lifestyle while serving affluent clients across Dane County and beyond. We provide comprehensive training, robust marketing support, and a collaborative team of CPAs, attorneys, and investment specialists to deliver holistic financial solutions.
Responsibilities
- Develop and implement comprehensive financial plans for high-net-worth clients ($500K+ AUM)
- Drive client acquisition through strategic networking and referral programs
- Manage investment portfolios aligned with client risk tolerance and goals
- Deliver quarterly performance reviews and proactive financial guidance
- Collaborate with internal specialists on tax optimization and estate planning
- Maintain FINRA Series 7/66 and CFP certifications
- Utilize our proprietary CRM for client relationship management
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 5+ years of financial advisory experience with proven AUM growth
- FINRA Series 7 and 66 licenses (or equivalents)
- CFP or CFA designation strongly preferred
- Documented track record of exceeding sales targets
- Exceptional presentation skills for complex financial concepts
- Experience with wealth management platforms like Orion or Envestnet
- Strong local Madison network preferred