Are you interested in joining a collaborative wealth management firm who genuinely believes in the concept of work-life balance?
We are seeking a fully licensed, and experienced, Financial Advisor in Madison who is deeply committed to white-glove customer service. We offer a highly competitive compensation package, along with the opportunity to fast-track one's career.
Deliver personalized investment solutions to help clients work toward their financial goals.
Freely exchange ideas and opinions, address concerns, and provide comprehensive financial advising to clients.
Ensure that his/her actions and behaviors drive a positive and rewarding client experience.
Provide holistic financial planning and educational support to clients
Prepare financial plans and check their accuracy
This position provides:
Some of the highest Financial Advisor grid payouts in the industry
Transition compensation unparalleled by anyone else in Wisconsin
Minimum Grid Floor for first several years to help you transition
Complete open architecture array of product offerings and platforms (Individual Equities, Mutual Funds, Fixed Assets, Managed money, SMA's, Structured Products, Annuities, etc.)
Ability to work in advisor partnership within the organization
Partnership with internal business partners who are incentivized to provide you with leads from existing business
Advanced Practice for Advisors who do not need branch referrals with an even further enhanced grid
Qualifications
5+ years' of industry experience as a Financial Advisor in the Madison, Wisconsin area
Strong understanding of the investment business and investment products
Excellent interpersonal skills
Outstanding reputation for running an ethical business; hard worker
Fully Licensed (including Series 7)
Proven success at building and managing one's book of business as demonstrated by either your own assets under management or trailing 12 month production
Desire to own your book while partnering with internal partners to focus on high net-worth individuals in Wisconsin