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Wealth Planning Associate
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-06-20
Listing for:
NFP Corp
Full Time
position Listed on 2026-06-20
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
NFP Corp in Madison, Wisconsin is seeking an Advisor Associate to support Advisors with wealth management and financial planning needs. Responsibilities include assisting in data gathering, case design, and portfolio management.
The ideal candidate should have a relevant bachelor's degree and excellent communication skills. This position offers a competitive salary, along with other benefits like PTO, a 401(k) plan, and health programs.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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