Professions
Overview
Financial Advisor – Madison, Wisconsin We are a
culture-first Wealth Management firm
on a strong growth trajectory, seeking an experienced
Financial Advisor
with a proven ability to
sell financial securities products
and drive new client acquisition in the Madison, Wisconsin area. As a Financial Advisor, you will play a critical role in expanding our client base by prospecting, presenting, and closing new business centered around investment and retirement solutions. You’ll also help service and retain existing client relationships, delivering customized financial strategies that reflect our commitment to long-term wealth management and client success. What Sets Us Apart
We are a
culture-first
firm: independence, collaboration, and personal accountability drive our success. Advisors receive
weekly coaching and development
support to enhance both their sales and planning capabilities. You’ll work with a
high-performing, client-centric team
and have the systems and infrastructure to support your growth. Your Primary Focus
Drive new client acquisition
through prospecting, networking, and proactive outreach. Sell financial securities products
including mutual funds, ETFs, equities, fixed income, annuities, and advisory platforms aligned with client needs. Lead
discovery meetings
and deliver compelling investment solutions based on a thorough understanding of client goals. Build and maintain trusted, long-term client relationships through effective communication and ongoing service. What We’re Looking For
Minimum 5 years
of experience as a
fully licensed, production-oriented Financial Advisor Active
FINRA Series 7 and 66
licenses (required) Proven track record in
securities sales and client acquisition Strong knowledge of investment vehicles, retirement planning, and holistic financial planning Bachelor's degree or higher Key Responsibilities
Proactively build your own book of business through
sales-driven outreach and relationship-building Develop personalized financial plans across retirement, investment management, estate strategies, and more Stay current with industry trends, compliance requirements, and market movements Use financial planning tools to support client recommendations and investment tracking Collaborate with internal teams and leadership to continuously improve the client experience Our Culture
We take pride in helping clients who’ve worked hard to achieve their financial goals. Our team is built on mutual respect, high standards, and shared success. If you are
driven, coachable, and thrive in a high-trust, entrepreneurial culture , we want to meet you. Compensation & Benefits
Competitive
base plus performance-based bonuses Full benefits package including:
401(k) with match Medical, dental, vision, and life insurance Paid time off and parental leave Relocation assistance Flexible work schedule
#J-18808-Ljbffr
Financial Advisor – Madison, Wisconsin We are a
culture-first Wealth Management firm
on a strong growth trajectory, seeking an experienced
Financial Advisor
with a proven ability to
sell financial securities products
and drive new client acquisition in the Madison, Wisconsin area. As a Financial Advisor, you will play a critical role in expanding our client base by prospecting, presenting, and closing new business centered around investment and retirement solutions. You’ll also help service and retain existing client relationships, delivering customized financial strategies that reflect our commitment to long-term wealth management and client success. What Sets Us Apart
We are a
culture-first
firm: independence, collaboration, and personal accountability drive our success. Advisors receive
weekly coaching and development
support to enhance both their sales and planning capabilities. You’ll work with a
high-performing, client-centric team
and have the systems and infrastructure to support your growth. Your Primary Focus
Drive new client acquisition
through prospecting, networking, and proactive outreach. Sell financial securities products
including mutual funds, ETFs, equities, fixed income, annuities, and advisory platforms aligned with client needs. Lead
discovery meetings
and deliver compelling investment solutions based on a thorough understanding of client goals. Build and maintain trusted, long-term client relationships through effective communication and ongoing service. What We’re Looking For
Minimum 5 years
of experience as a
fully licensed, production-oriented Financial Advisor Active
FINRA Series 7 and 66
licenses (required) Proven track record in
securities sales and client acquisition Strong knowledge of investment vehicles, retirement planning, and holistic financial planning Bachelor's degree or higher Key Responsibilities
Proactively build your own book of business through
sales-driven outreach and relationship-building Develop personalized financial plans across retirement, investment management, estate strategies, and more Stay current with industry trends, compliance requirements, and market movements Use financial planning tools to support client recommendations and investment tracking Collaborate with internal teams and leadership to continuously improve the client experience Our Culture
We take pride in helping clients who’ve worked hard to achieve their financial goals. Our team is built on mutual respect, high standards, and shared success. If you are
driven, coachable, and thrive in a high-trust, entrepreneurial culture , we want to meet you. Compensation & Benefits
Competitive
base plus performance-based bonuses Full benefits package including:
401(k) with match Medical, dental, vision, and life insurance Paid time off and parental leave Relocation assistance Flexible work schedule
#J-18808-Ljbffr