- Financial Advisor Madison
- CPS, Inc. in Madison, WI, United States
- jobs
- 1 month ago
jobs description
Leading financial services firm dedicated to helping individuals and businesses achieve their financial goals. Local firm based in Madison, WI that has a proven team of experienced professionals and a commitment to providing personalized financial solutions.
Position Overview:
Seeking a dedicated and knowledgeable Financial Advisor to join talented team. The ideal candidate will play a crucial role in helping clients navigate the complexities of personal finance, develop investment strategies, and make informed decisions to secure their financial future. This is a client consulting position rather than new business development although those with sales experience are encouraged to apply.
Key Responsibilities:
• Educate individuals about mutual fund selection, investment allocation & diversification.
• Consult with individuals to discuss their financial goals and investment preferences.
• Support Sr Advisors with quarterly investment portfolio reviews.
• Develop relationships that enhance client retention.
• Work directly with individuals to review their current retirement saving initiatives and recommend improvements.
• Educate clients about financial concepts, investment options, and market trends. Maintain regular communication to keep clients informed about their financial progress.
Qualifications:
• Bachelor's degree in finance, economics, business, or a related field preferred
• FINRA 6 & 63
• Strong knowledge of financial markets and investment products.
• Excellent analytical, communication, and interpersonal skills.
Base Salary (W2) is 60-70k, plus bonus.
Employer contributes 90% of health premium.
Very strong 401k contribution
Madison WI United States