Associate Wealth Advisor

JSA Associate Wealth Advisor - Full-Time Position - Hybrid (Madison, WI)

We’re different; it’s just that simple

At Jacobson & Schmitt, we’re a purpose-driven team of advisors who believe every dollar can positively impact our lives, communities, and environment. We help conscientious investors give their money a mission using a highly personalized guidance process, research-based advice, and socially responsible investment strategies.

With this as our mission, our advisors:

o Always place client interests first

o Own the same securities we recommend to clients

o Develop and emphasize intellectual capital, not salesmanship

We are looking for an Associate Wealth Advisor with a passion for the “craft” of planning and who believes that every client deserves holistic planning and investment management from a fee-only firm that is a fiduciary 100% of the time.

Responsibilities will include

o Help prepare financial plans utilizing Salesforce and MoneyGuidePro

o Develop knowledge of clients’ financial/personal situation

o Discuss structured financial plans

o Assist Client Experience and Investment Groups with client onboarding and providing client feedback. Contribute to client meetings by preparing financial recommendations and serving as the active “listener.”

Requirements

o Completion of CFP’s educational requirement with a Bachelor’s degree; preferably with a concentration in Finance, Accounting, Financial Planning, or Business

o Pass the CFP Board exam within the first two years of employment

o Proficiency in Excel

o Basic knowledge of developing and managing project work

o 1 to 3 years of work experience is a plus

If you want to work for a firm that allows its advisors to do their very best for their clients, let's have a conversation!