Financial Advisor – Established Clients, Path to Ownership

Walkner Condon Financial Advisors; Madison (WI); Hybrid; USD 60,000 - 100,000; Full time

Benefits offered by this job

Path to ownership

Relocation assistance

Established client base

Competitive compensation

Job summary

Walkner Condon Financial Advisors in Madison, Wisconsin is seeking a skilled advisor to join their team. This in-person role offers limited remote work and emphasizes direct client relationships with established clients, offering an opportunity for genuine investment management and tax strategy integration.

The ideal candidate will possess multiple years of experience in advisory roles and a strong capability in managing portfolios, integrating tax planning, and contributing to digital marketing efforts. Competitive compensation and opportunities for equity ownership are available for the right candidate.

Qualifications

• Multiple years of industry experience, ideally from a strong RIA background.
• Focus on tax management in financial planning.
• Knowledge of executive stock option planning including RSUs and options.

Responsibilities

• Managing client portfolios with a disciplined investment approach.
• Leading client relationships through various communications.
• Integrating tax management into advisory services.
• Helping clients with executive compensation planning.

Skills

Investment management

Tax management

Client relationship management

Content creation

Tools

Schwab ecosystem

AI tools

Job description

Walkner Condon Financial Advisors in Madison, Wisconsin is seeking a skilled advisor to join their team. This in-person role offers limited remote work and emphasizes direct client relationships with established clients, offering an opportunity for genuine investment management and tax strategy integration.

The ideal candidate will possess multiple years of experience in advisory roles and a strong capability in managing portfolios, integrating tax planning, and contributing to digital marketing efforts. Competitive compensation and opportunities for equity ownership are available for the right candidate.