Madison, WI
4/1/2024

We have an opportunity for a Wealth Advisor to join a fiduciary RIA in the suburbs of Madison. You'll play a pivotal role in developing and fostering meaningful connections with high-net-worth clients.

DUTIES & RESPONSIBILITIES

  • Client relationships are at the core of this position, fostered through transparent communication, personalized attention, and a foundation of trust.
  • Provide comprehensive financial planning, ensuring clients' unique goals and objectives align with their portfolios.
  • Develop customized wealth management strategies and conduct financial planning reviews.
  • Collaborate with internal and external partners to deliver clients holistic financial planning solutions.
  • Actively manage client portfolios in adherence to firm policies and industry regulations.
  • Engage in firm-wide initiatives and projects, contributing your expertise to drive strategic growth and innovation.
  • Stay informed about market trends, economic conditions, and regulatory changes, and incorporate this knowledge into client recommendations.
  • Ensure compliance with all relevant laws, regulations, and internal policies and procedures, as well as maintaining appropriate licenses and certifications.

QUALIFICATIONS

  • Bachelor's degree in Finance or related field.
  • Certified Financial Planner (CFP) designation desired.
  • Minimum 5 years of direct work experience.
  • Strong understanding of investment principles, financial markets, and wealth management strategies.
  • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
  • Proven ability to develop and implement comprehensive financial plans tailored to client's needs and objectives.
  • Proven ability to work both independently and in a collaborative team environment.
  • High level of integrity, professionalism, and commitment to client service.