Are you interested in joining a collaborative wealth management firm who genuinely believes in the concept of work-life balance?

We are seeking a fully licensed, and experienced, Financial Advisor in Madison who is deeply committed to white-glove customer service. We offer a highly competitive compensation package, along with the opportunity to fast-track one's career.

• Deliver personalized investment solutions to help clients work toward their financial goals.
• Freely exchange ideas and opinions, address concerns, and provide comprehensive financial advising to clients.
• Ensure that his/her actions and behaviors drive a positive and rewarding client experience.
• Provide holistic financial planning and educational support to clients
• Prepare financial plans and check their accuracy

This position provides:

• Some of the highest Financial Advisor grid payouts in the industry
• Transition compensation unparalleled by anyone else in Wisconsin
• Minimum Grid Floor for first several years to help you transition
• Complete open architecture array of product offerings and platforms (Individual Equities, Mutual Funds, Fixed Assets, Managed money, SMA’s, Structured Products, Annuities, etc.)
• Ability to work in advisor partnership within the organization
• Partnership with internal business partners who are incentivized to provide you with leads from existing business
• Advanced Practice for Advisors who do not need branch referrals with an even further enhanced grid

Qualifications

• 5+ years' of industry experience as a Financial Advisor in the Madison, Wisconsin area
• Strong understanding of the investment business and investment products
• Excellent interpersonal skills
• Outstanding reputation for running an ethical business; hard worker
• Fully Licensed (including Series 7)
• Proven success at building and managing one's book of business as demonstrated by either your own assets under management or trailing 12 month production
• Desire to own your book while partnering with internal partners to focus on high net-worth individuals in Wisconsin