Sr. Financial Advisor

Claire Myers Consulting; Madison (WI); On-site; Full time

Benefits offered by this job

Competitive base salary

Performance incentives

Referral bonuses

Uncapped commissions

Job summary

A financial services firm in Madison, Wisconsin, is seeking a Senior Wealth Advisor to manage existing client relationships and develop new business opportunities. The role requires 7–10+ years in wealth management, preferably with a CFP or extensive trust experience. Advisors will work with high-net-worth clients, utilizing a robust internal referral network and collaborating closely with banking partners. This position offers autonomy and a chance to impact long-term client relationships while benefiting from an established organizational reputation.

Qualifications

• 7–10+ years of wealth management or advisory experience.
• Proven track record with high-net-worth individuals and families.
• Strong collaborative mindset and community commitment.

Responsibilities

• Manage and grow existing client relationships.
• Develop new business through internal referrals.
• Collaborate with portfolio managers on investments.

Skills

Wealth management experience

Business development

Client relationship management

Ethics and community engagement

Education

CFP certification

CTFA or trust administration background

Job description

Competitive base salary with significant upside through performance incentives, referral bonuses, and uncapped commissions.

About the Company:

Our client is a privately held, full-service financial services firm offering banking, wealth, and insurance solutions through a client-focused, community-oriented model. With deep roots in Wisconsin, the firm is known for its strong values, long-term client relationships, and commitment to community involvement. Employees are encouraged to participate in volunteer initiatives, and the culture emphasizes integrity, independence, and personalized service. The firm maintains one of the highest client retention rates in the region and is intentionally planning for generational succession, creating rare opportunities to assume long-standing client relationships

About the Role:

Our client is seeking a senior-level Wealth Advisor to take over existing books of business while serving as a bridge for future retirements. This role blends relationship management with business development, leveraging a strong internal referral network from commercial and private banking partners. Advisors work directly with high-net-worth clients ($5M–$10M+), including business owners, doctors, and attorneys. This is a unique opportunity to make an immediate impact by taking over established client relationships and continuing to build trust with a loyal, multi-generational client base. Advisors enjoy autonomy in managing their client relationships while benefiting from the resources and stability of an established financial institution.

Responsibilities:

• Manage and grow existing client relationships, including taking over assigned books of business
• Develop new business primarily through warm internal referrals and select external networking
• Collaborate with portfolio managers on investments while leading planning, tax, and estate conversations
• Engage in trust administration (experience highly valued)
• Partner with commercial and private bankers to cross-refer and capture client opportunities
• Represent the firm credibly with high-net-worth clients from day one
• Partner closely with a dedicated team of private bankers, commercial lenders, and portfolio managers to deliver a coordinated client experience.
• Access a well-established internal referral network and trusted brand reputation to deepen relationships and grow your book of business.

Qualifications:

• 7–10+ years of wealth management or advisory experience
• CFP preferred; CTFA or trust administration background strongly desired
• Proven track record working with high-net-worth individuals and families
• Ability to balance client relationship management with proactive business development
• Strong ethics, collaborative mindset, and commitment to community engagement