Client-Focused Financial Advisor

CPS, Inc.; Madison (WI); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading financial services firm based in Madison, WI is seeking a dedicated Financial Advisor to join their talented team. In this client consulting position, you will help clients navigate personal finance complexities and develop investment strategies. The ideal candidate will build relationships to enhance client retention and support senior advisors with portfolio reviews. If you have a commitment to personalized financial solutions and a background in sales, we encourage you to apply.

Qualifications

• Strong knowledge of personal finance concepts and investment strategies.
• Excellent communication and interpersonal skills.
• Ability to educate clients about financial concepts.

Responsibilities

• Educate individuals about mutual fund selection.
• Consult with individuals to discuss financial goals.
• Support Sr Advisors with portfolio reviews.
• Develop relationships that enhance client retention.
• Review retirement savings initiatives and recommend improvements.

Job description

A leading financial services firm based in Madison, WI is seeking a dedicated Financial Advisor to join their talented team. In this client consulting position, you will help clients navigate personal finance complexities and develop investment strategies. The ideal candidate will build relationships to enhance client retention and support senior advisors with portfolio reviews. If you have a commitment to personalized financial solutions and a background in sales, we encourage you to apply.