Client-Focused Financial Advisor

CPS, Inc.; Monona (WI); On-site; USD 60,000 - 90,000; Full time

Job summary

CPS, Inc. in Madison, WI seeks a Financial Advisor to guide individuals through personal finance, investment strategies, and retirement planning with a client-first approach. This is a consulting role rather than a pure sales position, welcoming candidates who value service and long-term relationships.

Responsibilities include assessing goals, presenting mutual fund options, tailoring investment allocations, and keeping clients informed about progress and market developments.

Qualifications

• Experience advising individuals on investments and financial planning.
• Ability to explain investment concepts in clear terms to clients.
• Strong communication and relationship-building skills.

Responsibilities

• Educate clients on mutual funds, investment allocation and diversification.
• Consult with clients to discuss goals, risk tolerance, and retirement planning.

Skills

Client communication

Financial planning

Investment guidance

Retirement planning

Job description

CPS, Inc. in Madison, WI seeks a Financial Advisor to guide individuals through personal finance, investment strategies, and retirement planning with a client-first approach. This is a consulting role rather than a pure sales position, welcoming candidates who value service and long-term relationships.

Responsibilities include assessing goals, presenting mutual fund options, tailoring investment allocations, and keeping clients informed about progress and market developments.