Associate Financial Advisor

TalentWealth Recruiting partners with independent wealth management firms nationwide to attract and place top-tier professionals. Our client, a highly respected independent wealth management firm in Madison overseeing approximately $400 million in client assets, is seeking an experienced, sharp, and highly motivated Associate Financial Advisor. Overview The Associate Financial Advisor works with the Advisory team on all aspects of wealth management, including managing existing client relationships, identifying and meeting client needs, and developing, presenting, and overseeing the implementation of financial plans. The Associate Financial Advisor is No expected to create new client introductions. However, the Associate Financial Advisor is responsible for assisting on closing new business by demonstrating how potential clients can benefit from working with the firm, directing the planning and onboarding processes, and deepening the client relationship. Essential Duties and Responsibilities Lead and direct discovery, decision, and review meetings for current and prospective client Heading up and providing care for select existing client Conduct periodic client portfolio review Monitor and adjust asset allocation Uncover and receive new assets from existing client #J-18808-Ljbffr TalentWealth