Wealth Advisor - Growth, Leads & Modern Tools

Posted 2 days ago

madison partnersMadison (WI)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Senior

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About the role

Madison Partners, Inc. is seeking experienced Wealth Advisors to grow faster, work smarter, and build long-term client relationships with strong operational and lead-generation support. A steady flow of warm leads and modern tools support you in client conversations and planning. You will meet with clients to understand goals, build tailored plans across investments, retirement, tax strategy, insurance, and long-term planning, and present clear recommendations while managing ongoing

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.