Wealth Management: Associate Financial Advisor

Wealth Enhancement Group, LLC; Madison (WI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

401k plan

Paid time off

Job summary

Wealth Enhancement Group in Madison, WI invites an Associate Financial Advisor to join our client-focused advisory team. You will partner with senior advisors, support business growth, strengthen client relationships, and deliver high-touch financial planning services.

You will help prepare plans, analyze investments, and participate in meetings with clients, while developing credentials toward Series 65 and CFP goals in a collaborative, growth-oriented environment.

Qualifications

• 4-year degree required; business, finance, economics preferred.
• 2+ years of experience within the wealth management industry.
• Series 65 certification required; CFP designation preferred.

Responsibilities

• Support the financial advisory team and actively manage client relationships with excellent service.
• Assist the Financial Advisor during client meetings and with follow-up.
• Take meeting notes and enter into CRM promptly.
• Present financial advice or plans to clients with the Financial Advisor.
• Prepare annual reviews and analyze client investments and insurance.
• Meet with clients to gather planning information and confirm details.

Skills

Analytical skills

Communication skills

Client relationship management

Team collaboration

Education

Bachelor’s degree in business/finance/economics

Series 65 (RIA Only)

CFP designation preferred

Job description

Wealth Enhancement Group in Madison, WI invites an Associate Financial Advisor to join our client-focused advisory team. You will partner with senior advisors, support business growth, strengthen client relationships, and deliver high-touch financial planning services.

You will help prepare plans, analyze investments, and participate in meetings with clients, while developing credentials toward Series 65 and CFP goals in a collaborative, growth-oriented environment.