Licensed Wealth Advisor - Client-Focused Planning; Madison
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-01-13
Listing for:
The QTI Group
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A well-regarded wealth management firm in Madison, WI, is seeking a licensed Wealth Advisor to join their team. The role is onsite, full-time, focusing on engaging clients for financial planning. Candidates should possess a degree in Finance or Business, at least 3 years of experience in wealth management, and relevant licensure such as Series 65 or 66. Strong communication, interpersonal, and mathematical skills are essential.
This position offers competitive pay and benefits in a growing firm.
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