Wealth Management Specialist jobs in Madison, WI

At BAUS Wealth Management, we help people every day doing what is right for them, with no corporate or shareholder influence/agenda. If you find true joy in helping people and have demonstrated the ability to manage high-responsibility tasks in fast-paced environments, you are encouraged to apply.

Depending on the position you are applying:

• $18-25/hr based on performance.
• Annual bonus
• Performance bonus

Key Responsibilities:

• Serve as the primary point of contact for clients, addressing their inquiries and providing exceptional customer service.
• Lead weekly and morning meetings; status of ongoing tasks, next steps, and who is responsible.
• Maintain and update client records, ensuring accuracy and confidentiality of sensitive client information.
• Coordinate and schedule client meetings and appointments, both in-person and virtually.
• Assist the Financial Advisor in opening new accounts or executing financial directives of the client with timeliness and accuracy.
• Adhere to the rules, regulations and compliance guidelines of the finance industry.
• Collaborate with internal teams to ensure smooth client onboarding and ongoing communication.
• Office manager tasks including addressing correspondences (phone, email, website), maintaining office operations, updating company Standard Operating Procedures and other clerical duties.
• Provide administrative support to the Financial Advisor as needed.

Required Skills and Qualifications:

• Excellent interpersonal and communication skills, with a strong ability to build rapport with clients.
• Problem resolution
• -Detail-oriented with a high level of accuracy in data entry and record management.
• Proficient in using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Ability to prioritize tasks and manage time effectively in a fast-paced environment.
• Previous experience in financial client services or administrative role is preferred, but not required.
• Experience with Customer Relationship Management (CRM) data entry preferred, but not required.

Work Hours & Benefits:

This is an Independent Contract role starting with part time flex hours and increasing to Full time depending on experience & skillset. Compensation will be a competitive hourly along with an annual bonus linked to team and personal performance. Hours will be set together to find the best fit to your calendar.

Education and Licensing Requirements:

• High school diploma, GED, or equivalent required
• Bachelor’s degree preferred
• Offer to selected candidate will be made contingent on the results of applicable background checks

Please note that the mentioned qualifications are preferred but not mandatory. We encourage individuals with relevant skills and a strong willingness to learn to apply.

Job Type: Part-time

Pay: $20.00 - $25.00 per hour

Expected hours: 20 – 30 per week

Benefits:

• Flexible schedule

Schedule:

• Monday to Friday
• No weekends

Work Location: In person