What are the responsibilities and job description for the Financial Advisor position at Walkner Condon Financial Advisors?
Build your career where the clients already trust you, the book is already built, and the ceiling is ownership.
This position is an in-person role in our Madison, WI office and will have limited remote work opportunities.
Most advisory roles ask you to start from scratch — prospect, grind, and hope you build something over a decade. This one is different. At Walkner Condon, you'll step directly into relationships with the established clients of our two managing partners, serving households who have been with us for years and who stay with us because we earn it. Our tenure and retention speak for themselves.
We're a fee-only, fiduciary RIA based in Madison, Wisconsin, managing money for more than 200 households. We work on an assets-under-management model, and we intend to stay that way. Our Managing Partners, Clint Walkner and Nate Condon, carry a wide range of responsibilities across the firm (we also co-host the Gimme Some Truth podcast and have been recognized among the top wealth advisors in our state). We need a sharp, capable advisor to work alongside us and our team member Polly — someone who can take real ownership of client relationships and grow with the firm.
What you'll do
You'll work directly with the clients of the managing partners, partnering closely with an experienced advisor as you learn our approach and earn your stripes. Day to day, that means:
- Managing client portfolios with a thoughtful, disciplined investment approach
- Leading and supporting client relationships — in meetings, on the phone, and in the planning work behind the scenes
- Bringing real depth on tax management and integrating it into the advice you give
- Helping clients navigate executive compensation, including restricted stock units (RSUs) and stock options
- Contributing to our digital marketing — writing blog posts, appearing on our Gimme Some Truth podcast, and helping grow our presence on social media
- Collaborating with our team to keep our service standard high and our clients loyal for the long run
Who you are
You bring genuine investment and portfolio management skill, and you pair an analytical mind with real warmth. You're someone clients trust on sight — friendly, empathetic, and comfortable in front of people. You're curious by nature, you like to learn, and you use technology and AI tools to make yourself better and faster at your work rather than treating them as a threat.
We're looking for someone with:
- Multiple years of industry experience, ideally from a strong RIA background — or a clear desire to work at a fee-only firm
- A CFP® or CFA (strongly preferred)
- A definite focus on tax management woven into financial planning
- Knowledge of executive stock option planning, including RSUs and options
- Experience in the Schwab ecosystem (a meaningful plus)
- A knack for content and social media — comfortable with writing, willing to appear on a podcast, and building a presence online is a real plus
- A work ethic that's ready to earn its stripes, paired with the temperament to thrive in a tight-knit, high-trust team
Our culture
We call ourselves Comfortably Unique™ — and we mean it. We work hard, we hold a high bar, and we genuinely enjoy the people we work with and the clients we serve. Culture fit isn't a checkbox for us; it's one of the most important things we'll be evaluating. We want someone who makes the team better and fits in like they've always belonged here.
What we offer
- A clear path to ownership. This position could lead to equity in the firm — we've brought on equity owners before, and we mean what we say about long-term prospects.
- An established, loyal client base. You're not building from nothing. You're stepping into relationships that already work.
- Competitive compensation commensurate with your experience.
- Relocation assistance for the right person.
- A real career, not just a job — at a firm with a built book of business and room for you to grow into the next chapter of your career.
A book of business is not required to apply. If you do have one, let's talk — we're happy to discuss how it could fold into the firm. If you do have a book of business, extra points if you have a custodial relationship with Fidelity already established.
Interested?
If this sounds like the kind of place where you'd want to build your career, we'd love to hear from you. Send us a message and tell us a little about yourself — what you're great at, what you're looking for, and why a fee-only, fiduciary firm in Madison feels like the right fit. Reply here or send your resumé to clint@walknercondon.com.
We're excited to meet you.