Financial Advisor

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

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

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.