Financial Advisor

Company DescriptionRetirement Income Strategies is a comprehensive full service retirement planning firm. We work with individuals and families that are at or near retirement age to create clarity and confidence by using our proprietary process "The Madison Money Map". We are an independent Registered Investment Advisory Firm working in a fiduciary capacity, as well as an independent Insurance Agency (The Insurance Agency is a separate entity from the RIA). Role DescriptionThis is a full-time on-site role for a Financial Advisor at Madison Money Guy located in Evansville, WI. The Advisor role at Retirement Income Strategies (RIS) is an integral part of our team serving as the true connection between our clients, and the entire team at RIS. This great communicator, influencer and enthusiastic person will support the vision, positive culture and team spirit across our firm and clients. Our Advisors are focused 100% on serving and managing our clients collaboratively and exceptionally. They are responsible for engaging and maintaining our tier 3 clients and may also serving as "˜second chair' with many of our key tier 1 and 2 clients who generate a significant amount of revenue for the firm. Working in a team-based culture, they are also responsible for the development and training of the next generation advisors in the firm. The career track includes opportunities to grow into a Relationship Advisor, Lead Advisor, and Senior Advisor. They will lead client meetings and be able to navigate clients through the entire financial planning experience and decision-making process. This includes discussing their holistic financial plan, including planning strategies that are appropriate for client situations. They will oversee the complete coordination of the planning process with the client/client advisor(s) and oversight of all front and back-office personnel involved in the planning process. Client and Advisory Engagement· Leads, manages, and engages directly with a group of clients to best support their financial, investment, and risk outcomes. Engages directly and is responsible for client retention and relationship with assigned key firm clients.· Leads strategic development of Tier 2-3 Client's financial plan, developing recommendations and solutions in the best interest of the client and ensuring those plans are executed.· Pre/Post meeting prep and follow-up with clients to include agenda creation, plan update / creation, and strategy and opportunity development.· Communicating with clients by understanding the needs, objectives, goals, concerns and translating these into an actionable and disciplined plan.· Coordinating with client's other advisors (attorney, CPA, etc.) and other external sources to carry out the goals of client service. · They are expected to provide guidance and expert advice to management on technical financial planning and investment planning needs, systems, or process-related topics.· While most of their time is spent serving existing clients, they also engage in developing COI relationships for the benefit of our clients.· Trains, supervises, and supports other members of the advisory team with an eye to developing talent for the benefit of our clients and the firmExperience and Education:· A bachelor's degree with CFP®· Ideally 5-8 years of experience in a in a direct advisory capacity in financial services· Consultative sales ability · Strong leadership experience required· Experience working with various Custodian / Broker Dealer Platforms (Schwab, Fidelity, etc.)Skills and Knowledge: · Expertise in financial planning and complex client cases· Extensive knowledge in financial planning analysis and modeling specifically to HNW clients· Proficient in Google MS 360, CRM systems, and common financial planning and investment management applications· Knowledge of Investment Advisory Regulations required· Excellent communication skills (verbal, written, empathy and listening)· Demonstrates personal integrity, honesty and can deal with confidential information daily. · Ability to deal with stress in an ever-changing investment market and financial services · Excellent time management and strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems.

Created: 2025-01-26