Job Description
Join our elite financial advisory team in Madison, WI and elevate your career in wealth management. We're seeking a dynamic Senior Financial Advisor to serve high-net-worth clients with personalized investment strategies and comprehensive financial planning. Enjoy uncapped earning potential, comprehensive benefits, and a collaborative culture that rewards excellence.
Why Wealth Management Partners?
• Industry-leading commission structure
• Top-tier professional development
• Exclusive client portfolio access
• Work-life balance initiatives
• Recognition programs for top performers
Responsibilities
- Develop and implement customized financial plans for high-net-worth individuals and families
- Manage investment portfolios exceeding $5M in assets under management
- Build and maintain strategic client relationships through proactive communication
- Conduct comprehensive financial analyses including retirement planning, tax optimization, and estate strategies
- Collaborate with internal teams (legal, tax) to deliver integrated solutions
- Stay current on market trends and regulatory changes affecting financial services
Qualifications
- 7+ years of financial advisory experience with high-net-worth clients
- CFA, CFP, or ChFC designation required
- Proven track record of exceeding sales targets (minimum $2M AUM growth)
- Exceptional communication and presentation skills
- Advanced knowledge of investment vehicles, retirement planning, and estate strategies
- Series 7, 66, and state insurance licenses
- Bachelor's degree in Finance, Economics, or related field