Wealth Advisor - Licensed

Accting/Fin
Location:Madison, WISalary: Not ProvidedWork type: Direct Hire - Full Time
Date Posted:
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Job ID: MR31697481

Job Description

Summary:
Our valued client, an award-winning wealth management firm, is in search of a licensed Wealth Advisor to join their team! This position is onsite in Madison WI, full-time Monday-Friday 8:00 a.m. - 4:30 p.m. Pay is competitive based on experience and licensure, and competitive benefits are available. This is a great opportunity to join a growing firm!

Responsibilities:
  • Identify and engage potential clients for new or ongoing financial planning relationships.
  • Develop tailored recommendations, and prepare planning deliverables.
  • Conduct client meetings, deliver recommendations effectively, and address client questions and concerns.
  • Maintain regular communication with clients, ensure follow-up actions are completed, and update client records accurately.
  • Stay informed on economic trends and market changes to guide strategic portfolio adjustments.
  • Evaluate clients’ financial goals, and provide appropriate investment recommendations.
  • Develop and deliver financial solutions, guiding clients toward informed action on financial advice.

Qualifications:
  • Associate or Bachelor's degree in Finance, Business, or related field
  • 3+ years of experience in wealth and account management required
  • Licensure required: Series 65 or Series 66
  • Proficiency in Microsoft Office Suite
  • Strong communication and interpersonal skills to work with diverse group of people and businesses
  • Strong math skills
  • Ability and willingness to quickly learn information, and work with little supervision
  • Ability to maintain confidentiality of both client and staff information