Financial Advisor — Planning, Growth & Equity

Wealth Enhancement; Madison (WI); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401k with match

Paid time off: 18 days

Paid holidays: 12 days

Tuition/licensing reimbursement

Job summary

Wealth Enhancement Group is seeking a Financial Advisor in Madison, WI to join an advisory team focused on helping clients reach their financial goals. You will service clients, support senior advisors, and manage planning-based activities while contributing to client retention and sales growth.

The role offers a competitive base salary with potential commissions and participation in an equity program. The team emphasizes process, collaboration, and client-first service within a supportive

Qualifications

• Requires a 4-year degree; business, finance, economics preferred.
• Advanced designation required (CFP, CPA, MBA, etc.).
• Series 7, 66 (BD/RIA).
• Series 65 (RIA Only).
• Insurance Licenses
• 4+ years of experience within the wealth management industry.
• Ability to source and convert prospects to clients and provide high-level planning-oriented service.
• Excellent analytical, organizational, and communication skills.

Responsibilities

• Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identity.
• Facilitate the financial planning process.
• Discover a prospect or client’s values, goals and objectives.
• Understand their current financial situation and engage them in the planning process.
• Prepare and conduct annual reviews, including planning and investment topics.

Skills

Prospect sourcing

Client relationship management

Financial planning

Effective communication

Multi-project management

Education

4-year degree

CFP/CPA/MBA

Series 7, 66

Series 65

Insurance licenses

Tools

CRM software

Job description

Wealth Enhancement Group is seeking a Financial Advisor in Madison, WI to join an advisory team focused on helping clients reach their financial goals. You will service clients, support senior advisors, and manage planning-based activities while contributing to client retention and sales growth.

The role offers a competitive base salary with potential commissions and participation in an equity program. The team emphasizes process, collaboration, and client-first service within a supportive