Job Description
Join WealthWise Financial Partners, a premier wealth management firm in Madison, WI, and build your career as a trusted financial advisor. We're seeking a dynamic professional to help high-net-worth individuals and families achieve their financial dreams through personalized investment strategies, retirement planning, and risk management. Enjoy competitive compensation, comprehensive benefits, and a collaborative environment that values your expertise.
Responsibilities
- Develop and implement comprehensive financial plans aligned with client goals
- Manage investment portfolios across equities, bonds, and alternative assets
- Build and maintain strong client relationships through regular consultations
- Conduct market research and identify emerging investment opportunities
- Ensure compliance with FINRA regulations and firm policies
- Collaborate with internal teams on tax and estate planning strategies
- Drive business growth through targeted client acquisition and referrals
Qualifications
- Series 7 and Series 66/63/65 licenses required
- CFP or CFA designation preferred
- 3+ years of financial planning/advising experience
- Proven track record in client relationship management
- Strong analytical skills and market knowledge
- Excellent communication and presentation abilities
- Ability to work independently while collaborating in team settings
- Madison area residency or willingness to relocate