Associate Director, Wealth Advisory for HNW Clients

A rapidly growing, client-focused wealth advisory firm is looking to add an Associate Director to their Madison, WI team. This is an opportunity to step into a next-level advisory role , supporting high-net-worth clients while beginning to take ownership of client relationships. ASSOCIATE DIRECTOR RESPONSIBILITIES: Partner with senior advisors to support and manage relationships with high-net-worth clients Participate in and help lead client and prospect meetings Develop and deliver financial planning recommendations using tools like eMoney Prepare and present investment portfolio analysis and related financial materials Begin managing a segment of client relationships independently over time Collaborate with internal teams to ensure a seamless client experience Support compliance processes and uphold best practices ASSOCIATE DIRECTOR REQUIREMENTS: Bachelor’s degree required 7+ years of experience in wealth management, RIA, or financial advisory Active Series 65 (or equivalent) CFP required Experience working with high-net-worth clients Strong communication skills and ability to build client relationships ASSOCIATE DIRECTOR COMPENSATION & BENEFITS: $100,000K salary + 15% bonus Comprehensive benefits package 401(k) with match Generous PTO + flexibility Clear path for career growth into lead advisor roles This is an ideal role for someone ready to transition from a support-focused position into a more client-facing advisory role , within a collaborative, team-oriented environment—without the pressure of a sales-driven model. JOB ID : 174056#post Warren Mead #J-18808-Ljbffr