Wealth Advisor – Client Growth & Planning (Wisconsin)

Lake Ridge Bank; Madison (WI); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Onsite role

Job summary

Lake Ridge Bank seeks a Financial Advisory professional to nurture existing client relationships, expand the advisory footprint, and respond to referrals. The role emphasizes fiduciary responsibilities, investments, and retirement planning, with licenses required and ongoing education.

Strong communication, organization, and a client-focused mindset are essential in a collaborative team environment. This onsite, full-time role focuses on Southern Wisconsin with opportunities for career growth

Qualifications

• Bachelor’s degree or 5+ years in sales or client service in financial advisory.
• Licenses: Series 7, 6, or 63; Life and Health licenses.
• Fiduciary knowledge, investments, retirement planning, and related regulations.
• Ability to interact with a diverse client base with strong communication.
• Strong time management, organization, and confidentiality awareness.
• Proficiency with Microsoft Office and willingness to learn new software.

Responsibilities

• Proactively serve existing Lake Ridge Financial clients and deepen relationships.
• Grow advisory presence in assigned markets and respond to referrals.
• Attend internal/external meetings to promote business development.
• Engage in ongoing education to maintain licenses and designations.
• Collaborate with peers in LPL-Institutional Services and other teams.

Skills

Interpersonal communication

Organizational skills

English fluency

Microsoft Office proficiency

Learning agility

Education

Bachelor's degree in related field

Tools

Redtail CRM

CRM platforms

Job description

Lake Ridge Bank seeks a Financial Advisory professional to nurture existing client relationships, expand the advisory footprint, and respond to referrals. The role emphasizes fiduciary responsibilities, investments, and retirement planning, with licenses required and ongoing education.

Strong communication, organization, and a client-focused mindset are essential in a collaborative team environment. This onsite, full-time role focuses on Southern Wisconsin with opportunities for career growth