Associate Financial Advisor – Client Wealth Growth

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

Benefits offered by this job

Health insurance

401k with match

Paid time off

Tuition reimbursement

Job summary

Wealth Enhancement Group in Madison, WI is hiring an Associate Financial Advisor to join our growing advisory team. You will partner with senior advisors to support client relationships, deliver personalized guidance, and help drive business growth through a high-touch service approach.

In this role you will assist in client meetings, prepare reviews and financial plans, and coordinate with the client service team.

Qualifications

• 4-year degree required; business, finance or economics preferred.
• Series 65 required for RIA roles.
• CFP designation preferred.
• 2+ years of experience in wealth management.
• Strong analytical, organizational, and communication skills.

Responsibilities

• Assist the Financial Advisor during client meetings and follow-up.
• Meet with clients to gather planning information and clarify details.
• Prepare client reviews and annual financial plans as required.
• Place trades and coordinate with the client service team.
• Support business growth and strengthen client relationships.

Skills

Analytical skills

Organizational skills

Communication skills

Education

Bachelor's degree or higher

Series 65 (RIA Only)

CFP designation preferred

Job description

Wealth Enhancement Group in Madison, WI is hiring an Associate Financial Advisor to join our growing advisory team. You will partner with senior advisors to support client relationships, deliver personalized guidance, and help drive business growth through a high-touch service approach.

In this role you will assist in client meetings, prepare reviews and financial plans, and coordinate with the client service team.