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Senior Associate

Goodwin Recruiting
Madison, WI, United States
  • Healthcare
  • Full-time
Our job summary
Step into a client-facing advisory role with clear path to lead advisor and generous comp. Associate Director, full-time, on-site in Madison, WI; permanent role supporting high-net-worth clients alongside senior advisors; $100,000 +15% bonus; comprehensive benefits, 401(k) match, generous PTO. - Bachelor’s degree - 7+ years in wealth management/RIA/financial advisory - Active Series 65 (or equivalent) - CFP designation - Experience with high-net-worth clients
Full description

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.

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