Associate Financial Advisor: Client Growth & Planning

Wealth Enhancement; Madison (WI); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health and dental insurance

401k retirement plan

Paid time off

HSA with employer contribution

Life and AD&D insurance

Disability insurance

Tuition reimbursement

Paid holidays

Job summary

Wealth Enhancement in Madison, WI is seeking an Associate Financial Advisor to join the advisory team and help clients achieve their financial goals with personalized guidance. You will support senior advisors, strengthen relationships, and contribute to growth with high‑touch service.

The role emphasizes collaboration, client meetings, and accurate planning, with compensation discussed during offers and a full benefits package provided.

Qualifications

• 4-year degree required; business, finance, economics preferred.
• 2+ years of experience within the wealth management industry.
• Series 65 (RIA Only)
• Advanced designation preferred (CFP)

Responsibilities

• Assist the Financial Advisor during client meetings and with follow-up.
• Take meeting notes and promptly enter into CRM.
• Present financial advice or plan to client with the Financial Advisor.
• Meet with client to obtain additional planning information or to clarify/confirm information provided.
• Analyze client’s investments, insurance policies, and financial plan.
• Place trades and oversee/manage tasks completed by the client service team.
• Prepare annual reviews as required by the team.
• Systematize the review process utilizing the CRM system.
• Gather data for client reviews and review client files for additional sales opportunities.
• Create reviews utilizing the Wealth Enhancement Group review system.
• Create financial plans for clients as required by the team.
• Analyze a client’s financial data in light of their financial goals.
• Meet or call clients to obtain any additional planning information or clarify/confirm information provided.
• Prepare client information to present to the Roundtable, if required.
• Work effectively and professionally with the Financial Planning department, if required.
• Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology.

Skills

Analytical skills

Organizational skills

Communication skills

Education

4-year degree

Series 65

CFP designation preferred

Tools

CRM systems

Financial planning software

Job description

Wealth Enhancement in Madison, WI is seeking an Associate Financial Advisor to join the advisory team and help clients achieve their financial goals with personalized guidance. You will support senior advisors, strengthen relationships, and contribute to growth with high‑touch service.

The role emphasizes collaboration, client meetings, and accurate planning, with compensation discussed during offers and a full benefits package provided.