Financial Advisor - Grow Your Book of Business

A community-focused financial institution in Madison, WI seeks a Financial Advisor to join its Investment Program. The role involves managing an existing book of clients, building a client base through referrals, and creating personalized financial solutions without proprietary restrictions. Candidates must have Series 7 and 66 licenses, an insurance license, and at least three years of investment sales experience. Enjoy a supportive team, proprietary technology, and access to a wide range of investment products and resources. #J-18808-Ljbffr