Client-Focused Financial Advisor

CPS Inc.

Monona (WI)

On-site

USD 60,000 - 90,000

Full time

7 days ago

Be an early applicant

Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Job summary

CPS Inc. in Madison, WI is seeking a dedicated Financial Advisor to join our experienced team. You will help individuals navigate personal finances, develop investment strategies, and review retirement savings initiatives.

This is a client consulting role focused on guidance and education rather than prospecting or new business development; candidates with sales experience are welcome to apply.

Responsibilities

Educate individuals about mutual fund selection, investment allocation & diversification.
Consult with individuals to discuss their financial goals and investment preferences.
Review retirement saving initiatives and recommend improvements.
Educate clients about financial concepts, investment options, and market trends.
Maintain regular communication to keep clients informed about their financial progress.

Job description

This is a client consulting role focused on guidance and education rather than prospecting or new business development; candidates with sales experience are welcome to apply.

Get your free, confidential resume review.

or drag and drop your file here.