Wealth Advisor

1 month ago

Waunakee, United States The QTI Group Full time
Summary:

Our valued client, an award-winning wealth management firm, is in search of a Wealth Advisor to join their team This position can operate onsite in Waunakee, Manitowoc, or Wausau, 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 grow with the 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 management, account management, banking or related 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


#MMAS

  • Client Service Associate

    1 month ago

    Waunakee, United States The QTI Group Full time

    Summary: We've partnered with a growing, award-winning wealth management firm in search of a Client Service Associate! This is an exciting opportunity to grow in the wealth management arena and into a Financial Advisor (upon completion of Series 65 or 66). This role will operate fully onsite in Waunakee, Manitowoc, or Wausau, WI Monday-Friday 8:00 a.m. -...

  • Client Services Associate

    2 months ago

    waunakee, United States The QTI Group Full time

    Summary:We’ve partnered with a small but mighty award-winning wealth management firm in search of a Client Service Associate! This is an exciting opportunity to grow in the wealth management arena and into an Advisor (upon completion of Series 65 or 66). This role will operate fully onsite in Waunakee, WI Monday-Friday 8:00 a.m. – 4:30 p.m. Pay is...

  • Client Services Associate

    3 months ago

    waunakee, United States The QTI Group Full time

    Summary:We’ve partnered with a small but mighty award-winning wealth management firm in search of a Client Service Associate! This is an exciting opportunity to grow in the wealth management arena and into an Advisor (upon completion of Series 65 or 66). This role will operate fully onsite in Waunakee, WI Monday-Friday 8:00 a.m. – 4:30 p.m. Pay is...

  • Client Services Associate

    7 months ago

    Waunakee, United States The QTI Group Full time

    Summary:We’ve partnered with a small but mighty award-winning wealth management firm in search of a Client Service Associate! This is an exciting opportunity to grow in the wealth management arena and into an Advisor (upon completion of Series 65 or 66). This role will operate fully onsite in Waunakee, WI Monday-Friday 8:00 a.m. – 4:30 p.m. Pay is...

  • Client Services Associate

    3 months ago

    Waunakee, United States The QTI Group Full time

    Summary: Weve partnered with a small but mighty award-winning wealth management firm in search of a Client Service Associate! This is an exciting opportunity to grow in the wealth management arena and into an Advisor (upon completion of Series 65 or 66). This role will operate fully onsite in Waunakee, WI Monday-Friday 8:00 a.m. 4:30 p.m. Pay is...

  • Client Service Associate

    2 days ago

    Waunakee, United States The QTI Group Full time

    Summary: We've partnered with a growing, award-winning wealth management firm in search of a Client Service Associate! This is an exciting opportunity to grow into a Financial Advisor position (upon completion of Series 65 or 66). This role will operate fully onsite in Waunakee, Manitowoc, or Wausau, WI Monday-Friday 8:00 a.m. - 4:30 p.m. Pay is competitive...