The QTI Group
Wealth Advisor - Licensed The QTI Group•Madison, WI, United States
Summary: Our valued client, an award-winning wealth management firm, is in search of a licensed Wealth Advisor to join their team! This position is onsite in Madison WI, full-time Monday-Friday 8:00 a.m. - 4:30 p.m. Pay is competitive based on experience and licensure, and competitive benefits are available. This is a great opportunity to join a growing firm!
Responsibilities
Identify and engage potential clients for new or ongoing financial planning relationships.
Develop tailored recommendations, and prepare planning deliverables.
Conduct client meetings, deliver recommendations effectively, and address client questions and concerns.
Maintain regular communication with clients, ensure follow-up actions are completed, and update client records accurately.
Stay informed on economic trends and market changes to guide strategic portfolio adjustments.
Evaluate clients' financial goals, and provide appropriate investment recommendations.
Develop and deliver financial solutions, guiding clients toward informed action on financial advice.
Qualifications
Associate or Bachelor's degree in Finance, Business, or related field
3+ years of experience in wealth and account management required
Licensure required: Series 65 or Series 66
Proficiency in Microsoft Office Suite
Strong communication and interpersonal skills to work with diverse group of people and businesses
Strong math skills
Ability and willingness to quickly learn information, and work with little supervision
Ability to maintain confidentiality of both client and staff information
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Summary: Our valued client, an award-winning wealth management firm, is in search of a licensed Wealth Advisor to join their team! This position is onsite in Madison WI, full-time Monday-Friday 8:00 a.m. - 4:30 p.m. Pay is competitive based on experience and licensure, and competitive benefits are available. This is a great opportunity to join a growing firm!
Responsibilities
Identify and engage potential clients for new or ongoing financial planning relationships.
Develop tailored recommendations, and prepare planning deliverables.
Conduct client meetings, deliver recommendations effectively, and address client questions and concerns.
Maintain regular communication with clients, ensure follow-up actions are completed, and update client records accurately.
Stay informed on economic trends and market changes to guide strategic portfolio adjustments.
Evaluate clients' financial goals, and provide appropriate investment recommendations.
Develop and deliver financial solutions, guiding clients toward informed action on financial advice.
Qualifications
Associate or Bachelor's degree in Finance, Business, or related field
3+ years of experience in wealth and account management required
Licensure required: Series 65 or Series 66
Proficiency in Microsoft Office Suite
Strong communication and interpersonal skills to work with diverse group of people and businesses
Strong math skills
Ability and willingness to quickly learn information, and work with little supervision
Ability to maintain confidentiality of both client and staff information
#J-18808-Ljbffr