More jobs:
Financial Advisor
Job in
Monona, Dane County, Wisconsin, USA
Listed on 2026-10-02
Listing for:
CPS Inc.
Full Time
position Listed on 2026-10-02
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Leading financial services firm dedicated to helping individuals and businesses achieve their financial goals. Local firm based in Madison, WI that has a team of experienced professionals and a commitment to providing personalized financial solutions.
This is not a sales position.
Position OverviewSeeking a dedicated and knowledgeable Financial Advisor to join talented team. The ideal candidate will play a crucial role in helping clients navigate the complexities of personal finance, develop investment strategies, and make informed decisions to secure their financial future. This is a client consulting position rather than new business development although those with sales experience are encouraged to apply.
Key Responsibilities- Educate individuals about mutual fund selection, investment allocation & diversification.
- Consult with individuals to discuss their financial goals and investment preferences.
- Work directly with individuals to review their current retirement saving initiatives and recommend improvements.
- Educate clients about financial concepts, investment options, and market trends.
- Maintain regular communication to keep clients informed about their financial progress.
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