Wealth Advisor - Growth, Leads & Modern Tools

Madison Partners, Inc.; Madison (WI); Remote; USD 120,000 - 300,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Health insurance

Life insurance

Paid time off

Paid training

Job summary

Madison Partners, Inc. is seeking experienced Wealth Advisors to grow faster, work smarter, and build long-term client relationships with strong operational and lead-generation support.

A steady flow of warm leads and modern tools support you in client conversations and planning. You will meet with clients to understand goals, build tailored plans across investments, retirement, tax strategy, insurance, and long-term planning, and present clear recommendations while managing ongoing

Qualifications

• Active licenses required for your state and CFP.
• Experience as a Financial Advisor or Wealth Advisor (RIA experience ideal).
• Strong planning and communication skills.
• Clean compliance record and $15+ million AUM that will follow you during a transition.

Responsibilities

• Meet with prospective and existing clients to understand goals, priorities, and financial needs.
• Build tailored financial plans covering investments, retirement, tax strategy, insurance, and long-term planning.
• Present clear recommendations and guide clients through decisions in a simple, understandable way.
• Manage ongoing client relationships, run review meetings, and adjust plans as life and markets change.
• Stay organized and compliant using planning, CRM, and portfolio tools.
• Work with internal team for onboarding, service, and operations support.

Skills

Client relationships

Communication skills

Growth mindset

Team collaboration

Education

CFP credential

CFA credential

Tools

Planning tools

CRM

Portfolio tools

Job description

Madison Partners, Inc. is seeking experienced Wealth Advisors to grow faster, work smarter, and build long-term client relationships with strong operational and lead-generation support.

A steady flow of warm leads and modern tools support you in client conversations and planning. You will meet with clients to understand goals, build tailored plans across investments, retirement, tax strategy, insurance, and long-term planning, and present clear recommendations while managing ongoing