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

Leading financial services firm dedicated to helping individuals and businesses achieve their financial goals. Local firm based in Madison, WI that has a team of experienced professionals and a commitment to providing personalized financial solutions. This is not a sales position.

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.
• 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.