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