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Registered Investment Advisor Jobs in Madison WI

Client Services Associate - Financial Advisory (Madison)

Client Services Associate - Financial Advisory (Madison)

The QTI Group • Madison (WI)

On-site
USD 40,000 - 70,000
Medical insurance
Vision insurance
401(k)
+1
Wealth Advisor – Client Growth & Planning (Wisconsin)

Wealth Advisor – Client Growth & Planning (Wisconsin)

Lake Ridge Bank • Madison (WI)

On-site
USD 70,000 - 110,000
Onsite role
Strategic Client Services Associate – Wealth Advisory

Strategic Client Services Associate – Wealth Advisory

Baker Tilly International • Madison (WI)

Hybrid
USD 70,000 - 92,000
Educator Retirement & Investment Advisor

Educator Retirement & Investment Advisor

WEA Member Benefits • Madison (WI)

On-site
USD 60,000 - 85,000
Competitive pay
Health/dental/vision insurance
Paid time off
+1
Financial Advisor: High-Net-Worth Focus & Unlimited PTO

Financial Advisor: High-Net-Worth Focus & Unlimited PTO

Advisors Excel, LLC • Evansville (WI)

On-site
USD 80,000 - 120,000
Health insurance
401K
Unlimited PTO
+4
Financial Advisor - Evansville, WI

Financial Advisor - Evansville, WI

Advisors Excel, LLC • Evansville (WI)

On-site
USD 80,000 - 120,000
Health insurance
401K
Unlimited PTO
+4
Independent Financial Advisor: Grow Your Client Book

Independent Financial Advisor: Grow Your Client Book

Tri-State Wealth Advisors of Prudential Advisors • Madison (WI)

On-site
USD 85,000 - 125,000
401(k) with 4% match
Pension plan
Medical benefits
+2
Financial Advisor

Financial Advisor

Wealth Enhancement • Madison (WI)

On-site
USD 90,000 - 150,000
Medical, dental and vision coverage
401k with match
Paid time off: 18 days
+2
Wealth Advisor (Remote)

Wealth Advisor (Remote)

Madison Partners, Inc. • Madison (WI)

Remote
USD 120,000 - 300,000
401(k)
401(k) matching
Health insurance
+3
Remote Regional Wealth Advisor (Wisconsin)

Remote Regional Wealth Advisor (Wisconsin)

American Century Investments • Madison (WI)

On-site
USD 120,000 - 180,000
Bonus plan
Generous PTO
401k 5% company match
+2
Client Service & Relationship Coordinator — Wealth Advisory

Client Service & Relationship Coordinator — Wealth Advisory

Baker Tilly Advisory Group, LP • Madison (WI)

On-site
USD 70,000 - 92,000
Client Services Associate

Client Services Associate

Pinnacle Wealth Advisors • Oregon (WI)

On-site
USD 70,000 - 85,000
Health, dental, and vision coverage
Retirement plan with employer contribution
Paid time off and holidays
+1
Financial Advisor

Financial Advisor

Lake Ridge Bank • Madison (WI)

On-site
USD 70,000 - 110,000
Onsite role
Tax Manager: Client-Facing Growth & CPA Path

Tax Manager: Client-Facing Growth & CPA Path

Goldstein Advisors, LLC • Madison (WI)

On-site
USD 75,000 - 110,000
Health insurance
401(k) plan
Dental insurance
+1
Associate Wealth Planner & Financial Planning Specialist

Associate Wealth Planner & Financial Planning Specialist

Baird • Madison (WI)

On-site
USD 65,000 - 85,000
Financial Advisor — Grow Your Book with Open Architecture

Financial Advisor — Grow Your Book with Open Architecture

Summit Credit Union • Baraboo (WI)

On-site
USD 60,000 - 80,000
Access to proprietary technology
Open architecture platform
Resources for creating client solutions
Client Investment Advisor

Client Investment Advisor

Landmark Credit Union • Madison (WI)

On-site
USD 65,000 - 100,000
Associate Financial Advisor — Client Planning & Growth

Associate Financial Advisor — Client Planning & Growth

Edward Jones • Friesland (WI)

On-site
USD 65,000 - 90,000
Medical and prescription drug benefits
Dental and vision coverage
401k retirement plan
+1
Wealth Planning Consultant (Onsite) – Tuition Reimbursement

Wealth Planning Consultant (Onsite) – Tuition Reimbursement

Fidelity Investments Inc. • Town of Middleton (WI)

On-site
USD 65,000 - 90,000
Client-Focused Financial Advisor & Planner

Client-Focused Financial Advisor & Planner

Fidelity Investments • Town of Middleton (WI)

On-site
USD 70,000 - 110,000
Financial Advisor - Grow Client Portfolios & Save on Fees

Financial Advisor - Grow Client Portfolios & Save on Fees

One Day In July LLC. • Town of Vermont (WI)

On-site
USD 60,000 - 80,000
401(k) plan with low-cost index funds
Paid vacation
Potential for commission earnings
+1
Associate Financial Advisor: Grow Client Relationships

Associate Financial Advisor: Grow Client Relationships

Edward Jones • Town of Sun Prairie (WI)

On-site
USD 65,000 - 90,000
Medical and prescription drug coverage
Dental and vision insurance
401k retirement plan
+1
Growth-Focused Financial Advisor (Co-Advisor)

Growth-Focused Financial Advisor (Co-Advisor)

SAVANT • Town of Middleton (WI)

On-site
USD 70,000 - 100,000
Medical, dental, vision
HSA or FSA
401(k) with match
+3
Client-Focused Financial Advisor – Associate Role

Client-Focused Financial Advisor – Associate Role

Edward Jones • Beaver Dam (WI)

On-site
USD 60,000 - 90,000
Medical and prescription drug
Dental and vision
401k retirement plan
+1
Financial Advisor

Financial Advisor

CPS Inc. • Monona (WI)

On-site
USD 60,000 - 90,000

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