Financial Advisor

Madison, WI

Posted: 07/09/2024 Industry: Employee Benefits & Retirement Services Job Number: SA23.9.6.1 Pay Rate: $60,000 - $70,000 Remote: On-Site Experience:

Job Description

Leading financial services firm dedicated to helping individuals and businesses achieve their financial goals. Local firm based in Madison, WI that has a proven team of experienced professionals and a commitment to providing personalized financial solutions.

Position Overview:

Seeking 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.
  • Support Sr Advisors with quarterly investment portfolio reviews.
  • Develop relationships that enhance client retention.
  • 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.




Job Requirements


  • Bachelor's degree in finance, economics, business, or a related field preferred
  • FINRA 6 & 63
  • Strong knowledge of financial markets and investment products.
  • Excellent analytical, communication, and interpersonal skills.

Base Salary (W2) is 60-70k, plus bonus.

Employer contributes 90% of health premium.

Very strong 401k contribution

Meet Your Recruiter

Steve Anderson
Retirement Svcs Recruiter - Section Manager

Steve Anderson is a nationally recognized retirement services recruiter with over 20 years of experience. Steve started in 1996 and has facilitated partnerships with many of the industry leading providers for CPS Inc. He brings a candid communication style that delivers proven results and company leading levels of new & repeat business. 

Steve has a simple business philosophy – make it easy for businesses to work with him while bringing value through his work ethic, industry knowledge, and contacts. His integrity, transparency, and commitment to finding the best hire has enabled him to be a leader within the retirement industry and CPS Inc. He is an advocate for qualified candidates at all levels of experience. 

Steve recruits at all levels of experience within the qualified and nonqualified retirement plan industry. His expertise includes Talent Acquisition, Employee Onboarding & Assessment, Staff Development, Salary Analysis, Management Consulting, Career Consultation, and Candidate Generation. 

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About Madison, WI

Explore exciting job opportunities in and around Madison, Wisconsin! Nestled in the heart of the Dairy State, Madison offers a vibrant blend of bustling city life and picturesque natural beauty. Known for its rich history, diverse population, and renowned University of Wisconsin-Madison, this area boasts a thriving arts scene with gems like the Chazen Museum of Art and Overture Center for the Arts. Indulge in local delicacies like cheese curds and brats, catch a game cheering for the Badgers or the Mallards, and unwind in the stunning Olbrich Botanical Gardens or along the scenic shores of Lake Mendota. Join us in this dynamic community for unmatched career growth and a truly unique Midwestern experience! Start your job search today.