Financial Advisor

3 days ago


Madison, United States Professions, Inc. Full time

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


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