Financial Consultant- Madison, WI
On-siteMiddleton, Wisconsin, United States
Job Summary
Engage face-to-face with clients in the Investor Center to provide mentorship, personalized planning, and relationship building while expanding the firm's brand reach. Present complex investment solutions to knowledgeable clients, introduce diverse strategies, and bring together additional assets through positive, client-centered discussions. Leverage an open architecture product platform and top industry resources to nurture existing relationships and exceed customer expectations. Requires FINRA Series 7 & 66 licensure, appropriate state registrations, and ability to acquire Series 66 upon hire. This role offers a competitive total rewards package with training opportunities and supports professional growth through tuition reimbursement for certifications like CFP.
Required Qualifications
- FINRA Series 7 & 66 licensed
- hold appropriate state registrations
- ability to acquire Series 66 upon hire
- Ability to present complex solutions to a knowledgeable client base
- Ability to thoughtfully introduce clients to different investment strategies
- bring together additional client assets
- engage in positive, client-centered discussions
- Extensive knowledge of investment solutions
Desired Qualifications
- Degree or equivalent experience
- other professional certifications
- CFP
- Coachable
- collaborative
- curious
- Committed to delivering an outstanding customer experience
- passion for seeing others thrive
- Motivated by results
- finding solutions
- takes initiative
- exceeds customer expectations
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