FlexProfessionals
3 days ago Be among the first 25 applicants
Get AI-powered advice on this job and more exclusive features.
Leading Registered Investment Advisor firm with a nationwide presence seeking a Senior Wealth Advisor for its Wisconsin regional offices
Company:
Top RIA firm rated by Barron's Financial Magazine providing family office services and institutional grade portfolio management for families
Hours/Schedule:
Full-time, flexible
Benefits:
Competitive benefits including health/dental/vision and 401 K. Additional benefits include employee assistance programs, wellness programs, parking, commuter benefits, and life insurance.
Job Type:
Direct
Location Requirements:
Hybrid
Rate:
$140K base salary plus bonus
Job Description:
The Senior Wealth Advisor focuses on deepening relationships with an established base of high-net-worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.
Responsibilities:
Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.
Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.
Leverages the firm’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients
Ensures adherence to compliance and regulatory policies as well as company standards of client care
Acts as a fiduciary, placing client interests and outcomes first
Qualifications:
Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus
10+ years of job-related experience
Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).
Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)
Advanced knowledge of the industry, financial products, and financial planning concepts
Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
Expert at collaboration and willing to help others
Sales aptitude and experience is preferred
An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment
Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews
Comprehensive understanding of compliance requirements
Ability to travel up to 20% as required for client meetings, company training, etc.
FlexProfessionals respects and seeks to empower each individual and support the diverse cultures, perspectives, skills, and experiences of its candidate network. FlexProfessionals does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. The candidates whose resumes are shared with our business clients are selected on the basis of qualifications, merit, and business needs.
Seniority level:
Mid-Senior level
Employment type:
Full-time
Job function:
Finance
Referrals increase your chances of interviewing at FlexProfessionals by 2x
Get notified about new Wealth Management Advisor jobs in Madison, WI.
#J-18808-Ljbffr
Get AI-powered advice on this job and more exclusive features.
Leading Registered Investment Advisor firm with a nationwide presence seeking a Senior Wealth Advisor for its Wisconsin regional offices
Company:
Top RIA firm rated by Barron's Financial Magazine providing family office services and institutional grade portfolio management for families
Hours/Schedule:
Full-time, flexible
Benefits:
Competitive benefits including health/dental/vision and 401 K. Additional benefits include employee assistance programs, wellness programs, parking, commuter benefits, and life insurance.
Job Type:
Direct
Location Requirements:
Hybrid
Rate:
$140K base salary plus bonus
Job Description:
The Senior Wealth Advisor focuses on deepening relationships with an established base of high-net-worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.
Responsibilities:
Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.
Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.
Leverages the firm’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients
Ensures adherence to compliance and regulatory policies as well as company standards of client care
Acts as a fiduciary, placing client interests and outcomes first
Qualifications:
Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus
10+ years of job-related experience
Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).
Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)
Advanced knowledge of the industry, financial products, and financial planning concepts
Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
Expert at collaboration and willing to help others
Sales aptitude and experience is preferred
An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment
Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews
Comprehensive understanding of compliance requirements
Ability to travel up to 20% as required for client meetings, company training, etc.
FlexProfessionals respects and seeks to empower each individual and support the diverse cultures, perspectives, skills, and experiences of its candidate network. FlexProfessionals does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. The candidates whose resumes are shared with our business clients are selected on the basis of qualifications, merit, and business needs.
Seniority level:
Mid-Senior level
Employment type:
Full-time
Job function:
Finance
Referrals increase your chances of interviewing at FlexProfessionals by 2x
Get notified about new Wealth Management Advisor jobs in Madison, WI.
#J-18808-Ljbffr