The QTI Group · 1 day ago
Wealth Management Advisor
Madison, WI
Full-time
Onsite
Mid, Senior Level
3+ years expThe QTI Group is an award-winning wealth management firm seeking a licensed Wealth Advisor to join their team in Madison, WI. The role involves identifying potential clients, developing tailored financial recommendations, and maintaining effective communication to guide clients in their financial planning.
Human ResourcesManagement ConsultingStaffing Agency
Hiring Manager
Morgan Czekalski, CDR
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
Qualification
Required
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
Benefits
Competitive benefits are available
Company
The QTI Group
The QTI Group is a privately owned human resources and staffing organization.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Londa Dewey
Chief Executive Officer
Janet Johnson
COO/QualiTemps and VP of Sales & Marketing
Company data provided by crunchbase