Milwaukee, WI
8/27/2024

We are seeking a Wealth Advisor to join a collaborative RIA team in Milwaukee, WI.

RESPONSIBILITIES

  • Cultivate and maintain client relationships in alignment with company values and planning-based standards
  • Guide clients through the financial planning process, ensuring thorough preparation and execution
  • Prepare and lead annual reviews covering planning and investment topics
  • Provide ongoing support and communication to ensure client satisfaction
  • Identify, nurture, and secure new client opportunities by leveraging various marketing channels and your professional network
  • Actively work with clients to expand the range of services provided
  • Drive client referrals and create new business opportunities
  • Mentor and train team members in financial planning and client service
  • Adhere to and maintain compliance standards
  • Engage in training, educational events, and coaching programs

QUALIFICATIONS

  • Bachelor's degree in Business, Finance, Economics or a related field
  • Minimum of 10 years as a Financial Advisor
  • Advanced designation required (CFP, CPA, MBA, etc)
  • Series 65 (RIA only) and relevant insurance licenses required
  • Proven ability to attract and convert prospects, deliver high-level planning services, and manage a growing book of business
  • Excellent analytical, organizational, and communication skills
  • Ability to handle multiple projects simultaneously
  • Active participation in the community and the financial planning industry