Associate Financial Advisor - Licensed

Summary:Our client, a well-established financial advisory practice, is seeking a licensed Associate Financial Advisor 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 in-person office hours Monday-Friday 8:00 a.m.-5:00 p.m. Salary is competitive, based on experience, and a competitive benefits package is offered.

Responsibilities:Identify clients to engage or re-engage in planning relationships

Perform case analysis, develop recommendations, and create planning deliverables

Prepare for and lead 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

Qualifications:Bachelor's degree in business administration, finance or related OR equivalent experience

2+ years of experience in a Financial Advisor role or similar required

Experience leading client meetings required

Strong written and verbal communication skills

Demonstrated analytical and problem-solving skills

Positive attitude with willingness to learn, comfortable in small-team dynamic/atmosphere

*Securities license required (including SIE, Series 7 and Series 66), as well as Wisconsin insurance

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