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Wealth Advisor - Drive AUM & Team Mentorship
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-06-26
Listing for:
Wealth Management Group
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
A reputable financial advisory firm in Madison, WI is seeking a Wealth Advisor to lead strategic client acquisition and mentor a team of professionals.
This role offers an opportunity to drive firm growth by acquiring new clients and enhancing Assets Under Management through exceptional client service. Ideal candidates will have over 5 years of experience, a relevant degree, and a CFP certification preferred. Join a culture that embraces knowledge, accountability, and integrity, providing a fulfilling work environment with comprehensive benefits.
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