- Identify clients to engage or re-engage in planning relationships
- Perform case analysis, develop recommendations, and create planning deliverables
- Prepare for and participate in client meetings, present recommendations
- Communicate regularly with clients according to agreed upon actions; maintain accurate client records
- Monitor economy, markets, and world events to determine strategic rebalancing
- Assess risk tolerance, goals, and timeframe to make recommendations
- Develop product deliverables and persuade clients to act upon advice
- Execute trades to align with proposed portfolio; conduct transactions on behalf of clients
- Actively participate in team meetings, training, and quality improvements
- Bachelor's in Business Administration, Finance or related OR equivalent experience
- 2+ years of experience in a Financial Advisor role or similar*
- Strong written and verbal communication skills
- Demonstrated analytical and problem solving skills
- Positive attitude with willingness to learn, comfortable in small-team dynamic/atmosphere
-
Financial Advisor
6 days ago
Lakeshore Financial Group Wisconsin, United StatesAre you an experienced financial advisor with a proven track record and a passion for expanding your practice? Do you excel at cultivating meaningful client connections and tailoring custom-made wealth management plans? Lakeshore Financial Group presents an exceptional chance to ...
-
Financial Advisor
4 days ago
ZephyrTech Columbus, WI, United States Freelance**Are you a professional in the financial services sector with a focus on real estate financing?** · Are you dedicated, reliable, and have a charismatic personality? · Do you have a good sense for the needs of customers? · Then we are looking for you to join our partner in Berlin ...
-
Financial Advisor
1 week ago
LPL Financial Madison, United States Full timeYour career path should lead to real opportunity · LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at BMO Harris Bank in Madison, WI would allow you to join the Investment Program at BMO Harris Bank as ...
-
Financial Advisor
1 week ago
Gallagher Madison, United StatesAbout Us: Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments whe ...
-
Financial Advisor
5 days ago
Gallagher Madison, United StatesAbout Us: · Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments ...
-
Financial Advisor
1 week ago
Gallagher Madison, United StatesAbout Us: Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments whe ...
-
Support Financial Advisor
1 week ago
Walkner Condon Financial Advisors Madison, United StatesWalkner Condon Financial Advisors is seeking a highly motivated Support Financial Advisor to join our internationally focused wealth management team. The primary responsibility of this role will be to provide exceptional service and support to our three U.S. expat focused financi ...
-
Support Financial Advisor
1 week ago
Walkner Condon Financial Advisors Madison, United StatesWalkner Condon Financial Advisors is seeking a highly motivated Support Financial Advisor to join our internationally focused wealth management team. The primary responsibility of this role will be to provide exceptional service and support to our three U.S. expat focused financi ...
-
Support Financial Advisor
3 weeks ago
NAPFA Consumer Group Madison, United StatesAvailable: · 4/26/2024 · Company: · Walkner Condon Financial Advisors · Contact: · Clint Walkner · 3418 Monroe St. · Madison, WI 53711 · Walkner Condon Financial Advisors is seeking a highly motivated Support Financial Advisor to join our internationally focused wealth manag ...
-
Experienced Financial Advisor
2 weeks ago
Prudential Financial Madison, United StatesPrudential Advisors is looking for an experienced financial professional in the Madison area that is interested in working with Prudential existing clients base. This exciting position will allow you to grow your career and business, helping the people and families that look to P ...
-
Independent Financial Advisor
1 week ago
Prudential Financial Wisconsin, United StatesPrudential Advisors is looking for experienced financial professionals who are interested in working with an existing book of clients. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for financial sol ...
-
Support Financial Advisor
1 week ago
Walkner Condon Financial Advisors Madison, United StatesWalkner Condon Financial Advisorsis seeking a highly motivated Support Financial Advisor to join our internationally focused wealth management team. The primary responsibility of this role will be to provide exceptional service and support to our three U.S. expat focused financia ...
-
Associate Financial Advisor
3 weeks ago
Drake & Company Madison, United StatesJob Description · Job Description · Our wealth management client is seeking a detail oriented, supporting Associate Financial Advisor. In this client facing role, you will use your industry knowledge to assist Advisors in researching and recommending the best options for the cl ...
-
Associate Financial Advisor
3 weeks ago
The QTI Group Madison, United StatesSummary: · Our client, a well-established financial advisory practice, is seeking a licensed Associate Financial Advisor (including SIE, Series 7, Series 66, or equivalents) to support their growing client base With the support of the newest technology and a strong team, the Ass ...
-
Financial Advisor Assistant
3 weeks ago
Connect Search, LLC Madison, United StatesSummary · Connect Search is recruiting a Financial Advisor Assistant for a client in Madison WI. This role offers work from home capabilities (up to 1 day a week), bonus opportunities, great benefits, and a team oriented company culture. · Location: Madison WI Work from home 1 d ...
-
Experienced Financial Advisor
2 weeks ago
Prudential Financial Wisconsin, United StatesPrudential Advisors is looking for an experienced financial professional in the Milwaukee area that is interested in working with an existing book. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for ...
-
Support Financial Advisor
1 week ago
Walkner Condon Financial Advisors Madison, United StatesJob Description · Job DescriptionWalkner Condon Financial Advisors is seeking a highly motivated Support Financial Advisor to join our internationally focused wealth management team. The primary responsibility of this role will be to provide exceptional service and support to our ...
-
Associate Financial Advisor
2 weeks ago
Drake & Company Madison, United StatesJob Description · Job DescriptionOur wealth management client is seeking a detail oriented, supporting Associate Financial Advisor. In this client facing role, you will use your industry knowledge to assist Advisors in researching and recommending the best options for the clients ...
-
Associate Financial Advisor
4 days ago
The QTI Group Madison, United StatesSummary: · Our client, a well-established financial advisory practice, is seeking a licensed Associate Financial Advisor (including SIE, Series 7, Series 66, or equivalents) to support their growing client base With the support of the newest technology and a strong team, the Ass ...
-
Support Financial Advisor
1 week ago
NAPFA Consumer Group Madison, United StatesAvailable: · 4/26/2024Company: · Walkner Condon Financial AdvisorsContact: · Clint Walkner · 3418 Monroe St. · Madison, WI 53711Walkner Condon Financial Advisors is seeking a highly motivated Support Financial Advisor to join our internationally focused wealth management tea ...
Associate Financial Advisor - Madison, United States - The QTI Group
Description
Summary:
Our client, a well-established financial advisory practice, is seeking a licensed Associate Financial Advisor (including SIE, Series 7, Series 66, or equivalents) to support their growing client base With the support of the newest technology and a strong team, the Associate Financial Advisor will play an instrumental role in creating and delivering unique client experiences to help them achieve their financial goals.
This position will operate onsite on the west side of Madison, with regular office hours Monday-Friday 8:00 a.m.-5:00 p.m. Salary is $100,000 or more per year based on experience plus bonus opportunities, and a competitive benefits package is offered.
Responsibilities:
Qualifications:
*Assumed securities license (including SIE, Series 7, Series 66, or equivalents) and insurance