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Financial Advisor – Established Clients, Path to Ownership
Remote / Online - Candidates ideally in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-07-16
Madison, Dane County, Wisconsin, 53774, USA
Listing for:
Walkner Condon Financial Advisors
Remote/Work from Home
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Walkner Condon Financial Advisors in Madison, Wisconsin is seeking a skilled advisor to join their team. This in-person role offers limited remote work and emphasizes direct client relationships with established clients, offering an opportunity for genuine investment management and tax strategy integration.
The ideal candidate will possess multiple years of experience in advisory roles and a strong capability in managing portfolios, integrating tax planning, and contributing to digital marketing efforts. Competitive compensation and opportunities for equity ownership are available for the right candidate.
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