Wealth Advisor - Licensed

Summary : Our valued client, an award-winning wealth management firm, is in search of a licensed Wealth Advisor to join their team! This position is onsite in Madison 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 join a growing 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 and account management 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

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