PCRecruiter - Recruitment Software & Applicant Tracking System
Wealth Advisor
PCRecruiter - Recruitment Software & Applicant Tracking System, Madison, Wisconsin, us, 53774
We have an opportunity for a strategic and client-focused
Wealth Advisor
to join a dynamic private wealth team in Madison, Wisconsin. This role is responsible for delivering holistic financial solutions tailored to high-net-worth clients, with an emphasis on long-term relationship management and full balance sheet strategy. The ideal candidate thrives on collaboration, problem-solving, and delivering personalized value across investments, banking, credit, estate planning, and more. DUTIES & RESPONSIBILTIES Serve as the primary advisor and relationship manager for high-net-worth clients, offering customized financial strategies across investment, credit, banking, insurance, and fiduciary needs Identify, acquire, and deepen client relationships through proactive planning and solution delivery Partner with internal experts to design and implement integrated financial plans aligned with client priorities Create and maintain strategic relationship plans for each client, anticipating needs and initiating timely conversations Track activity and manage pipeline using CRM tools to support business development and ensure data accuracy Maintain awareness of market trends, regulatory changes, and industry best practices to inform recommendations QUALIFICATIONS Bachelor’s degree in finance, business, or related field 10+ years of experience in financial services; private wealth or high-net-worth advisory experience strongly preferred CFP, CWS, or comparable credential preferred FINRA Series 7, 65, or 66 licenses preferred Proven ability to build trusted relationships and drive growth through thoughtful, client-centered planning Strong interpersonal and communication skills—able to collaborate effectively with both clients and internal partners Working knowledge of portfolio management, financial planning principles, and trust/estate services Comfort with CRM tools (Salesforce preferred) and adaptable to cloud-based and evolving technologies Demonstrated professionalism, sound judgment, and commitment to confidentiality Consultative approach with a commitment to exceptional client service
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Wealth Advisor
to join a dynamic private wealth team in Madison, Wisconsin. This role is responsible for delivering holistic financial solutions tailored to high-net-worth clients, with an emphasis on long-term relationship management and full balance sheet strategy. The ideal candidate thrives on collaboration, problem-solving, and delivering personalized value across investments, banking, credit, estate planning, and more. DUTIES & RESPONSIBILTIES Serve as the primary advisor and relationship manager for high-net-worth clients, offering customized financial strategies across investment, credit, banking, insurance, and fiduciary needs Identify, acquire, and deepen client relationships through proactive planning and solution delivery Partner with internal experts to design and implement integrated financial plans aligned with client priorities Create and maintain strategic relationship plans for each client, anticipating needs and initiating timely conversations Track activity and manage pipeline using CRM tools to support business development and ensure data accuracy Maintain awareness of market trends, regulatory changes, and industry best practices to inform recommendations QUALIFICATIONS Bachelor’s degree in finance, business, or related field 10+ years of experience in financial services; private wealth or high-net-worth advisory experience strongly preferred CFP, CWS, or comparable credential preferred FINRA Series 7, 65, or 66 licenses preferred Proven ability to build trusted relationships and drive growth through thoughtful, client-centered planning Strong interpersonal and communication skills—able to collaborate effectively with both clients and internal partners Working knowledge of portfolio management, financial planning principles, and trust/estate services Comfort with CRM tools (Salesforce preferred) and adaptable to cloud-based and evolving technologies Demonstrated professionalism, sound judgment, and commitment to confidentiality Consultative approach with a commitment to exceptional client service
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