Madison, WI

Job Description:

The ideal candidate will have 3-7 years of experience in the financial industry. The candidate will also be a team player and willing to learn and execute an in-depth process for educating and client care.


  • Work with clients to understand their goals, concerns and current financial information.
  • Actively listen to best determine the solutions most suitable to their situation.
  • Analyze information to create a plan with appropriate strategies, products and services to best help the client.


  • Experience in the financial services industry (3-7 years)
  • College degree and financial services certifications and licenses such as CFP® (prefered or willing to obtain), Series 65
  • Strong interpersonal skills and customer service focus
  • Strong work ethic, self-motivated and goal-oriented
  • Excellent verbal and written communication skills
  • Strong time management and organizational skills

This Job Is Ideal for Someone Who Is:

  • Data Driven: able to manage complex data, financial statements, and output solutions
  • Adaptable/flexible: enjoys doing work that requires frequent shifts in direction
  • Detail oriented: can focus on many details simultaneously as well as the bigger picture
  • Achievement-oriented: enjoys taking on challenges and completing tasks
  • Autonomous/Independent: enjoys working with little direction