Investment Advisor Representative
bci brokerage consultantsMadison (WI)
Investment Advisor Representative
Posted 2 days ago
bci brokerage consultantsMadison (WI)
SENIORITY
Senior
About the role
Afast-growing, independentwealthmanagementgroupforabankwithmultiplelocationsacross WisconsinisseekinganInvestmentAdviserRepresentativetojoinitsexpandingteam. Thefirmmanageshundredsofmillionsinclientassetsandiscommittedtodeliveringhigh-qualityfinancialplanningandinvestmentmanagementtoindividuals, families, andbusinessesthroughout Wisconsinandbeyond. Thisindividualwillstepinfromdayoneasakeycontributor, workingdirectlywithclientsandleadingfinancialplanningconversations. Theroleoffersstrongupsideandaclearpathtogrowintoa SeniorAdvisorposition.
Responsibilities:
- Buildandmaintainrelationshipswithnewandexistingclients, servingastheprimarypointofcontact
- Evaluateclients'financialgoals, risktolerance, income, andoverallfinancialpicture
- Developanddelivercustomizedfinancialplans, includinginvestment, retirement, insurance, anddebtstrategies
- RecommendandimplementappropriateinvestmentsolutionsalignedwithclientobjectivesProvidecomprehensiveclientservice, includingmeetingpreparation, portfolioreviews, datagathering, implementationofrecommendations, andongoingaccountmaintenance
- Participateinclientmeetings, internalteamdiscussions, andspecialprojectsasneeded
- EnsurecompliancewithallregulatoryrequirementsandfirmpoliciesProactivelysourcenewbusinessthroughreferrals, internalleads, andnetworkingefforts
- Maintainastrongpipelinewhilemeetingproduction, revenue, andasset-gatheringgoals
Requirements:
Bachelor'sdegreein Finance, Economics, Business, orarelatedfieldpreferred2-7yearsofexperienceinfinancialservices, wealthmanagement, orarelatedfield Series65or66licenserequired
Preferred: Series7,24, or63licenses
Preferred: CFP(CertifiedFinancialPlanner)designationorCFA(CharteredFinancialAnalyst)
Stronginterpersonalandcommunicationskills, withtheabilitytobuildrapportwithclients Detail-orientedwithstrongfollow-throughandaccountability Thecompensationpackageincludescompetitivebasesalarycommensuratewithexperience, performance-basedbonusprogramtiedtoindividualandfirmresults,401(k)withemployermatch, comprehensiveinsurance(health, dental, andvision), paidtimeoffandpaidholidays, continuingeducationreimbursementandprofessionaldevelopmentsupport, licensingexamsponsorshipandstudymaterials, andsupportiveteamenvironmentwithregularteamevents.
Before you apply
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Your profile is current
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A number in mind
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Your notice period
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