What are the responsibilities and job description for the Wealth Management Advisor position at The QTI Group?
Summary:
Our valued client, an award-winning wealth management firm, is in search of a licensed Wealth Advisor to join their team! This position is onsite in Madison WI, full-time Monday-Friday 8:00 a.m. - 4:30 p.m. Pay is competitive based on experience and licensure, and competitive benefits are available. This is a great opportunity to join a growing firm!
Responsibilities:
- Identify and engage potential clients for new or ongoing financial planning relationships
- Develop tailored recommendations, and prepare planning deliverables
- Conduct client meetings, deliver recommendations effectively, and address client questions and concerns
- Maintain regular communication with clients, ensure follow-up actions are completed, and update client records accurately
- Stay informed on economic trends and market changes to guide strategic portfolio adjustments
- Evaluate clients’ financial goals, and provide appropriate investment recommendations
- Develop and deliver financial solutions, guiding clients toward informed action on financial advice
Qualifications:
- Associate or Bachelor's degree in Finance, Business, or related field
- 3 years of experience in wealth and account management required
- Licensure required: Series 65 or Series 66
- Proficiency in Microsoft Office Suite
- Strong communication and interpersonal skills to work with diverse group of people and businesses
- Strong math skills
- Ability and willingness to quickly learn information, and work with little supervision
- Ability to maintain confidentiality of both client and staff information