Wealth Advisor & Financial Planning Specialist

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

Job summary

Wealth Enhancement Group in Madison, Wisconsin is seeking a Financial Advisor to join an advisory team and help clients achieve their financial goals. You will support senior advisors, manage complex client relationships, and guide planning-based discussions.

Candidates should hold a 4-year degree with advanced designations (CFP, CPA, MBA, etc.). Series 7/66 and 65 licenses, plus life/health insurance licenses, are expected.

Qualifications

• Requires a 4-year degree; business, finance, economics preferred.
• Advanced designation required (CFP, CPA, MBA, etc.).
• Series 7, 66 (BD/RIA) and Series 65 (RIA Only) licenses.
• Insurance Licenses and compliance with industry regulations.

Responsibilities

• Manage client relationships and assist senior advisors with complex clients.
• Facilitate the financial planning process and close leads from various channels.
• Source and convert prospects to clients and provide high-level planning-oriented service.
• Present financial plans to clients and collect needed information for planning.

Skills

Analytical skills

Organizational skills

Communication skills

Prospect sourcing

Client relationship management

Education

4-year degree (business/finance/economics)

Advanced designation (CFP, CPA, MBA, etc.)

Tools

Series 7/66/65 licenses

Insurance Licenses

Job description

Wealth Enhancement Group in Madison, Wisconsin is seeking a Financial Advisor to join an advisory team and help clients achieve their financial goals. You will support senior advisors, manage complex client relationships, and guide planning-based discussions.

Candidates should hold a 4-year degree with advanced designations (CFP, CPA, MBA, etc.). Series 7/66 and 65 licenses, plus life/health insurance licenses, are expected.