Financial Advisor
1 month ago
Position Overview:
Seeking a dedicated and knowledgeable Financial Advisor to join talented team. The ideal candidate will play a crucial role in helping clients navigate the complexities of personal finance, develop investment strategies, and make informed decisions to secure their financial future. This is a client consulting position rather than new business development although those with sales experience are encouraged to apply.
Key Responsibilities:
- Educate individuals about mutual fund selection, investment allocation & diversification.
- Consult with individuals to discuss their financial goals and investment preferences.
- Support Sr Advisors with quarterly investment portfolio reviews.
- Develop relationships that enhance client retention.
- Work directly with individuals to review their current retirement saving initiatives and recommend improvements.
- Educate clients about financial concepts, investment options, and market trends. Maintain regular communication to keep clients informed about their financial progress.
- Bachelor's degree in finance, economics, business, or a related field preferred
- FINRA 6 & 63
- Strong knowledge of financial markets and investment products.
- Excellent analytical, communication, and interpersonal skills.
Employer contributes 90% of health premium.
Very strong 401k contribution
-
Financial Advisor Internship Opportunity
4 weeks ago
Madison, Wisconsin, United States Johnson Financial Group LLC Full timeOverview:Johnson Financial Group LLC is seeking a highly motivated and detail-oriented individual to join their team as a Financial Advisor Intern. This 10-week internship will provide the opportunity to gain hands-on experience in the financial planning industry, working closely with experienced financial advisors and gaining exposure to various financial...
-
Financial Advisor Internship
2 weeks ago
Madison, United States Johnson Bank Full timeJOB REQUIREMENTS: Job Description Overview Johnson Financial Group is looking for a Financial Advisor Intern for Summer 2025 in Madison! As a Financial Advisor Intern with Johnson Financial Group Financial Advisors, you will get a well- rounded, hands-on experience working in our Consumer Wealth department with several experienced Financial Advisors. You...
-
Financial Advisor
4 weeks ago
Madison, United States Prudential Financial Full timeThe ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. ResponsibilitiesProvide financial planning support to clientsSupport investment professionals to cultivate...
-
Associate Financial Advisor
3 weeks ago
Madison, Wisconsin, United States Wealth Enhancement Group Full timeAbout Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to enriching the lives of our clients through personalized financial planning and investment management services. Our team-based approach, utilizing the Roundtable and UniFi processes, sets us apart from the standard approach in the industry. With...
-
Financial Advisor
1 month ago
Madison, United States Thrivent Full timeBe in Business for Yourself, not By YourselfEnjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and colleagues, professional training and systems to help you be successful.Job DescriptionThrivent is a different kind of financial services provider. We believe money...
-
Financial Advisor
2 months ago
Madison, United States Thrivent Full timeBe in Business for Yourself, not By YourselfEnjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and colleagues, professional training and systems to help you be successful.Job DescriptionThrivent is a different kind of financial services provider. We believe money...
-
Financial Services Professional
3 weeks ago
Madison, Wisconsin, United States Thrivent Financial Full timeFinancial Advisor RoleAt Thrivent Financial, we're seeking entrepreneurial individuals to join our team as financial advisors. As a financial advisor, you'll provide one-on-one financial guidance and connect clients to our products, services, and unique membership benefits. You'll build genuine, long-term relationships based on shared values and goals, and...
-
Associate Financial Advisor
1 month ago
Madison, United States The QTI Group Full timeSummary:Our client, a well-established financial advisory practice, is seeking a licensed Associate Financial Advisor (including SIE, Series 7, Series 66, or equivalents) to support their growing client base! With the support of the newest technology and a strong team, the Associate Financial Advisor will play an instrumental role in creating and delivering...
-
Associate Financial Advisor
6 months ago
Madison, United States The QTI Group Full timeSummary:Our client, a well-established financial advisory practice, is seeking a licensed Associate Financial Advisor (including SIE, Series 7, Series 66, or equivalents) to support their growing client base! With the support of the newest technology and a strong team, the Associate Financial Advisor will play an instrumental role in creating and delivering...
-
Financial Services Advisor
4 weeks ago
Madison, Wisconsin, United States The QTI Group Full timeAssociate Financial AdvisorAt The QTI Group, we are seeking a highly skilled and motivated Associate Financial Advisor to join our team. As a key member of our financial advisory practice, you will play a vital role in delivering exceptional client experiences and helping our clients achieve their financial goals.Key Responsibilities:Identify and engage with...
-
Senior Financial Advisor
3 weeks ago
Madison, Wisconsin, United States Wegner CPAs Full timeJob Title: Senior Financial AdvisorJob Summary: We are seeking a highly skilled Senior Financial Advisor to join our team at Wegner CPAs. As a Senior Financial Advisor, you will be responsible for providing GAAP compliance and advisory services to our industry-specific clients.Key Responsibilities:* Advise clients on various areas of corporate and...
-
Financial Advisor
13 hours ago
Madison, United States Savant Wealth Management Full timeThe Financial Advisor is an advisory role which is responsible for servicing and managing existing client relationships as a co-advisor, formulating and implementing planning advice and supported by the firms technical specialists. They are also responsible for supporting the new business development efforts of senior advisors and developing their own new...
-
Senior Financial Consultant
4 weeks ago
Madison, Wisconsin, United States Prudential Financial Full timeUnlock Your Potential with Prudential FinancialAre you a seasoned financial professional looking to take your career to the next level? Do you have a passion for helping individuals and families achieve their financial goals? We're seeking an experienced financial advisor to join our team at Prudential Financial.About the RoleThis exciting opportunity will...
-
Client Services Coordinator
4 weeks ago
Madison, Wisconsin, United States Advisor Employee Services Full timeClient Service AdministratorWe are seeking a highly skilled and organized Client Service Administrator to join our team at Advisor Employee Services. As a key member of our team, you will be responsible for providing exceptional client service and support to our financial advisors and clients.Key Responsibilities:Manage client relationships and provide...
-
Financial Advisor Associate
4 weeks ago
Madison, WI , USA, United States Wealth Enhancement Group Full timeAbout Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to enriching the lives of our clients through personalized financial planning and investment management services. Our team-based approach, utilizing the Roundtable and UniFi processes, sets us apart from the standard approach. We proudly serve...
-
Client Services Liaison
2 weeks ago
Madison, Wisconsin, United States Advisor Employee Services Full timeJob Summary:We are seeking a highly organized and detail-oriented Client Services Liaison to join our team at Advisor Employee Services. As a Client Services Liaison, you will be responsible for providing exceptional client service, resolving issues, and maintaining accurate records.Key Responsibilities:Complete service requests and resolve client...
-
Financial Advisor
1 week ago
Madison, WI, United States Thrivent Full timeBe in Business for Yourself, not By YourselfEnjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and colleagues, professional training and systems to help you be successful.Job DescriptionThrivent is a different kind of financial services provider. We believe money...
-
Tax Advisor
3 weeks ago
Madison, Wisconsin, United States H&R Block Full timeAbout the RoleAs a Tax Advisor with Block Advisors, you will play a vital role in helping individuals and small businesses navigate their tax needs. With a focus on providing exceptional client service, you will build strong relationships with clients and help them achieve their financial goals.Key Responsibilities Provide tax preparation, audit support, and...
-
Retirement Plan Advisor
4 weeks ago
Madison, Wisconsin, United States Empower Full timeEmpower Retirement Plan Advisor Job DescriptionAs a Retirement Plan Advisor at Empower, you will play a crucial role in helping individuals achieve their long-term financial goals. You will work closely with clients to understand their unique needs and develop personalized retirement plans that meet their objectives.Key Responsibilities:Conduct Retirement...
-
Financial Services Professional
4 weeks ago
Madison, WI , USA, United States Thrivent Financial Full timeBe Your Own Boss in Financial ServicesAt Thrivent Financial, we're not just looking for employees - we're looking for entrepreneurs who want to build a successful financial practice and make a real difference in people's lives.As a Thrivent Financial financial advisor, you'll have the opportunity to work with clients to help them achieve their financial...