Location: Madison, WI (Hybrid)

Compensation: $100,000–$172,000 base + 2.5–15% performance bonus, and referral incentives (typical total $150K–$200K+, upside to $250K)

About the Company:

Our client is a privately held, full-service financial services firm offering banking, wealth, and insurance solutions through a client-focused, community-oriented model. With deep roots in Wisconsin, the firm is known for its strong values, long-term client relationships, and commitment to community involvement. Employees are encouraged to participate in volunteer initiatives, and the culture emphasizes integrity, independence, and personalized service.

About the Role:

Our client is seeking a senior-level Wealth Advisor to take over existing books of business while serving as a bridge for future retirements. This role blends relationship management with business development, leveraging a strong internal referral network from commercial and private banking partners. Advisors work directly with high-net-worth clients ($5M–$10M+), including business owners, doctors, and attorneys.

Responsibilities:

• Manage and grow existing client relationships, including taking over assigned books of business
• Develop new business primarily through warm internal referrals and select external networking
• Collaborate with portfolio managers on investments while leading planning, tax, and estate conversations
• Engage in trust administration (experience highly valued)
• Partner with commercial and private bankers to cross-refer and capture client opportunities
• Represent the firm credibly with high-net-worth clients from day one

Qualifications:

• 7–10+ years of wealth management or advisory experience
• CFP preferred; CTFA or trust administration background strongly desired
• Proven track record working with high-net-worth individuals and families
• Ability to balance client relationship management with proactive business development
• Strong ethics, collaborative mindset, and commitment to community engagement