TITLE: Executive Financial Planner for Wisconsin Medical Society
WisMed Assure, a subsidiary of the Wisconsin Medical Society, the professional association for physicians in Wisconsin, is developing a financial planning and investment management firm for the healthcare industry.
WisMed Assure seeks an Executive Financial Planner entrepreneur to help create, develop and grow our company. We are looking for a confident, personable and driven professional with a proven track record in both firm management and financial planning. Responsibilities include new business development, relationship management, financial planning and portfolio management. This position will consistently follow high standards of business and professional ethics as well as legal and regulatory requirements.
Qualified candidates should possess a bachelor’s degree and preferably a master’s in financial planning (or a related financial discipline), although comparable work experience and specialized training may be considered. A CERTIFIED FINANCIAL PLANNER (CFP®) designation is required. Additional qualifications include FINRA Series 65 and Wisconsin insurance licenses (life and health). Candidates with five years of management and ten years of related wealth management and investment advisory experience are preferred.
This is a full-time exempt position and can be based out of our Madison or Milwaukee offices.