Financial Services Advisor

10 hours ago


Madison, Wisconsin, United States The QTI Group Full time
Associate Financial Advisor

At 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 clients to develop personalized financial plans
  • Conduct thorough case analysis and create tailored recommendations
  • Prepare for and participate in client meetings, presenting financial plans and recommendations
  • Communicate regularly with clients, maintaining accurate records and monitoring their financial progress
  • Stay up-to-date with market trends and economic developments to inform strategic decisions
  • Assess clients' risk tolerance, goals, and timeframes to provide informed recommendations
  • Develop and deliver product solutions to help clients achieve their financial objectives
  • Execute trades and transactions on behalf of clients, ensuring alignment with their financial plans
  • Collaborate with our team to drive quality improvements and stay ahead of industry developments

Requirements:

  • Bachelor's degree in Business Administration, Finance, or a related field
  • At least 2 years of experience in a financial advisory role or similar
  • Strong written and verbal communication skills
  • Demonstrated analytical and problem-solving skills
  • A positive attitude and willingness to learn, with a strong team dynamic

We offer a competitive salary, bonus opportunities, and a comprehensive benefits package. If you are a motivated and detail-oriented professional looking to make a meaningful impact in the financial services industry, we encourage you to apply.



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