Job Description
Join WealthBridge Financial Partners, a premier wealth management firm serving Madison's growing affluent community. We seek a dynamic Senior Financial Advisor to build lasting client relationships and deliver comprehensive financial solutions. This hybrid role combines client-facing engagement with strategic portfolio management in a collaborative, tech-enabled environment. Enjoy competitive compensation, continuing education stipends, and clear pathways to partnership.
Responsibilities
- Develop and execute personalized financial plans covering investments, retirement, tax strategies, and risk management
- Cultivate and expand client portfolio through targeted outreach and relationship management
- Analyze market trends and economic indicators to optimize investment portfolios
- Ensure strict compliance with FINRA regulations and firm protocols
- Mentor junior advisors while collaborating with cross-functional teams
- Leverage CRM tools for client segmentation and campaign execution
- Present quarterly portfolio reviews and strategic recommendations
Qualifications
- Bachelor's degree in Finance, Business, Economics, or related field
- Series 7, 66, and state securities licenses (WI required)
- 3+ years of financial advisory experience with proven client acquisition track record
- Strong analytical skills with proficiency in portfolio management software
- Exceptional communication and presentation abilities
- Certified Financial Planner (CFP) designation preferred
- Experience with high-net-worth clientele ($500k+ AUM)
- Ability to thrive in commission-based compensation structure