Associate DirectorA 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 clientsParticipate in and help lead client and prospect meetingsDevelop and deliver financial planning recommendations using tools like eMoneyPrepare and present investment portfolio analysis and related financial materialsBegin managing a segment of client relationships independently over timeCollaborate with internal teams to ensure a seamless client experienceSupport compliance processes and uphold best practicesAssociate Director Requirements:Bachelor's degree required7+ years of experience in wealth management, RIA, or financial advisoryActive Series 65 (or equivalent)CFP requiredExperience working with high-net-worth clientsStrong communication skills and ability to build client relationshipsAssociate Director Compensation & Benefits:$100,000 salary + 15% bonusComprehensive benefits package401(k) with matchGenerous PTO + flexibilityClear path for career growth into lead advisor rolesThis 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.