Financial Advisor

The QTI Group; Madison (WI); On-site; USD 54,000 - 66,000; Full time

Job summary

The QTI Group is assisting a growing wealth management practice in Madison, WI to hire a Licensed Associate Financial Advisor who will work directly with an established client base to provide financial planning, investment guidance and ongoing relationship management.

This onsite role focuses on building trusted client relationships, leading planning meetings, analyzing goals and risk, delivering tailored recommendations, and collaborating with the team to improve the client experience.

Qualifications

• Bachelor’s degree in business administration, finance or related OR equivalent experience.
• 2+ years of experience delivering financial planning and investment guidance to clients.
• SIE, Series 7, Series 66 required.
• Wisconsin insurance license (or willingness to obtain).

Responsibilities

• Build trusted relationships with new and existing clients.
• Lead client review and planning meetings.
• Analyze client goals, risk tolerance, and financial situations.
• Deliver personalized financial planning recommendations.
• Monitor portfolios and identify opportunities for adjustments.
• Identify opportunities to deepen existing client relationships.
• Collaborate with team members to continuously improve client experience.

Skills

Relationship-building

Communication

Analytical mindset

Client leadership

Education

Bachelor’s degree or equivalent

Job description

Are you passionate about helping clients make confident financial decisions and achieve long-term goals? Our client, a well-respected and growing wealth management practice in Madison, WI is seeking a Licensed Associate Financial Advisor to join their collaborative team. In this role you'll work directly with an established and growing client base to provide comprehensive financial planning, investment guidance, and ongoing relationship management.

Location: Onsite in Madison, WI

Pay: $60,000 per year plus bonuses

Responsibilities:

• Build trusted relationships with new and existing clients
• Lead client review and planning meetings
• Analyze client goals, risk tolerance, and financial situations
• Deliver personalized financial planning recommendations
• Monitor portfolios and identify opportunities for adjustments
• Identify opportunities to deepen existing client relationships
• Collaborate with team members to continuously improve client experience

Qualifications:

• Bachelor’s degree in business administration, finance or related OR equivalent experience
• 2+ years of experience delivering financial planning and investment guidance to clients required
• SIE, Series 7, Series 66 required
• Confidence in leading client conversations and presenting recommendations
• Wisconsin insurance license (or willingness to obtain)
• Strong relationship-building and communication skills
• Analytical mindset and ability to simplify complex financial concepts