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

Overview

Leading financial services firm dedicated to helping individuals and businesses achieve their financial goals. Local firm based in Madison, WI that has a proven team of experienced professionals and a commitment to providing personalized financial solutions.

Position Overview

Seeking a dedicated and knowledgeable Financial Advisor to join talented team. The ideal candidate will play a crucial role in helping clients navigate the complexities of personal finance, develop investment strategies, and make informed decisions to secure their financial future. This is a client consulting position rather than new business development, although those with sales experience are encouraged to apply.

Key Responsibilities

• Educate individuals about mutual fund selection, investment allocation & diversification.
• Consult with individuals to discuss their financial goals and investment preferences.
• Support Sr Advisors with quarterly investment portfolio reviews.
• Develop relationships that enhance client retention.
• Work directly with individuals to review their current 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.