Financial Advisor Assistant

Wealth Enhancement is an independent wealth management firm seeking a meticulous and client-focused Financial Advisor Assistant to join their team in Madison, WI. The role is critical in supporting advisors and ensuring exceptional client experience.

Requirements

• Bachelor’s degree (or equivalent experience) in finance or related field
• 2 years previous experience in financial services
• Exposure to investment platform
• Solid communication skills (verbal & written; ability to proofread)
• Ability to organize and prioritize work to meet deadlines
• Strong attention to detail
• Good analytical and problem-solving skills
• Able to work well with all levels of employees
• High ethical standards
• Proficient with Microsoft Office Suite or related software
• Experience with Workday preferred

Benefits

• Training and professional development
• Medical, dental and vision coverage
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually
• 12 paid holidays each year
• Paid parental leave and paid caregiver leave
• Reimbursement for tuition, licensing, and other credentials