Branch Wealth Advisor: Holistic Financial Planning
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-07-10
Listing for:
LPL Financial
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
LPL Financial is hiring for a Wealth Advisor to work on-site at their Starion Bank branch in Middleton, Wisconsin. This role involves providing comprehensive financial solutions while building strong relationships with both clients and retail branch staff.
The ideal candidate will have at least two years of investment sales experience and proficiency in Microsoft Office. Licenses and registrations such as Series 7 and 63 are required. The position offers a pay range of $58,500 – $70,000, with eligibility for sales incentive compensation.
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