Financial Advisor
CPS, Inc. • Madison, Wisconsin • Posted July 04, 2026
Position Overview
Leading financial services firm dedicated to helping individuals and businesses achieve their financial goals. Local firm based in Madison, WI that has a proven team of experienced professionals and a commitment to providing personalized financial solutions.
Position Overview:
Seeking a dedicated and knowledgeable Financial Advisor to join talented team. The ideal candidate will play a crucial role in helping clients navigate the complexities of personal finance, develop investment strategies, and make informed decisions to secure their financial future. This is a client consulting position rather than new business development although those with sales experience are encouraged to apply.
Key Responsibilities: