Licensed Associate Financial Advisor — Madison

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

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.