Senior Associate

A rapidly growing, client-focused wealth advisory firm is looking to add an Associate Director to their Madison, WI team. This is an opportunity to step into a next-level advisory role, supporting high-net-worth clients while beginning to take ownership of client relationships.

ASSOCIATE DIRECTOR RESPONSIBILITIES:

• Partner with senior advisors to support and manage relationships with high-net-worth clients
• Participate in and help lead client and prospect meetings
• Develop and deliver financial planning recommendations using tools like eMoney
• Prepare and present investment portfolio analysis and related financial materials
• Begin managing a segment of client relationships independently over time
• Collaborate with internal teams to ensure a seamless client experience
• Support compliance processes and uphold best practices

ASSOCIATE DIRECTOR REQUIREMENTS:

• Bachelor’s degree required
• 7+ years of experience in wealth management, RIA, or financial advisory
• Active Series 65 (or equivalent)
• CFP required
• Experience working with high-net-worth clients
• Strong communication skills and ability to build client relationships

ASSOCIATE DIRECTOR COMPENSATION & BENEFITS:

• $100,000K salary + 15% bonus
• Comprehensive benefits package
• 401(k) with match
• Generous PTO + flexibility
• Clear path for career growth into lead advisor roles

This is an ideal role for someone ready to transition from a support-focused position into a more client-facing advisory role, within a collaborative, team-oriented environment—without the pressure of a sales-driven model.