Wealth Advisor

Our team is seeking a Wealth Advisor to join a local Wealth Advisory team out of Brookfield, WI.

Responsibilities:

• Deepen existing client relationships, and mine existing client base for referrals
• Lead meetings with clients and prospects as primary advisor
• Ability to CLOSE leads and provide high-touch, personalized service
• Lead planning and relationship management, including day-to-day client needs and formal reviews
• Work closely with local leadership to increase the awareness of the firm, capabilities, and service offerings
• Develop referral networks and participate in firm-wide business development activities
• Collaborate with associates and team to ensure action items are thoroughly executed and documented.

Education/Qualifications

• Requires a 4-year degree

• Advanced designation required (CFP, CPA, MBA, etc.)

• Series 65

• 7+ years of experience within the wealth management industry

• Possess excellent analytical, organizational, and communication skills, both oral & written

• Ability to manage multiple projects at once

• Engagement in the broader community, be an active participation in financial planning community