Job Description
Are you a results-driven financial professional ready to elevate your career?
Madison Financial Group is seeking a dynamic and highly motivated Wealth Management Advisor to join our elite team. We are a rapidly growing firm committed to delivering exceptional value to our clients through strategic financial planning and personalized investment management.
In this pivotal role, you will have the autonomy to build and manage a robust book of business while leveraging our established infrastructure and mentorship programs. We pride ourselves on a culture of excellence, integrity, and mutual growth, offering a competitive compensation package designed for high achievers.
Why Join Us?
- Unmatched Earning Potential: Base salary plus aggressive commission and bonus structures.
- Professional Development: Access to industry-leading certifications and continuing education budgets.
- State-of-the-Art Tools: Advanced CRM, research platforms, and compliance support.
- Work-Life Balance: Flexible work arrangements and a collaborative office environment.
If you are passionate about helping clients achieve financial freedom and want to work in the heart of Wisconsin’s capital city, we want to meet you.
Responsibilities
- Client Relationship Management: Conduct comprehensive financial planning and needs analysis to develop tailored strategies for individuals and families.
- Asset Management: Manage and grow client portfolios through the execution of buy/sell orders, ensuring alignment with investment objectives.
- Market Analysis: Monitor economic trends and market volatility to provide timely advice and adjust portfolios proactively.
- Business Development: Actively prospect for new clients through networking, community events, and referral programs.
- Compliance & Reporting: Ensure all client communications and documentation adhere to FINRA regulations and internal policies.
- Team Collaboration: Collaborate with insurance specialists and estate planning attorneys to provide holistic financial solutions.
Qualifications
- Licensing: Series 7 and Series 66 (or Series 24) licenses required; Series 65 is acceptable with willingness to obtain Series 66.
- Education: Bachelor’s degree in Finance, Economics, Business Administration, or related field.
- Experience: 3+ years of experience in financial services, wealth management, or brokerage.
- Communication: Excellent interpersonal skills with the ability to simplify complex financial concepts for clients.
- Technology: Proficiency in financial software (e.g., eMoney, Envestnet) and CRM systems.
- Drive: Proven track record of meeting and exceeding sales and production targets.