Wealth Advisor | Milwaukee, Wisconsin

Reference Number: HRJ6360
Location: Milwaukee, Wisconsin

Judson Group has partnered with a large independently held wealth management firm in the search for a Wealth Advisor. This individual will be supporting the firm’s Senior Advisors with financial planning responsibilities while taking on lead client responsibilities over time. There is a defined career track for this person to progress to a Lead Advisor. The ideal candidate will have experience handling client transactions, implementing investment and financial planning recommendations, and participating in or conducting client meetings.

Responsibilities:

  • Build and maintain client relationships in partnership with the Senior Advisors.
  • Work with client support team to provide an exceptional client experience.
  • Attend meetings held by Advisors with clients and prospects.
  • Work with clients to ensure action items are thoroughly executed and documented.
  • Gather client data including financial constraints and goals.
  • Manage account administration, cashiering, and forms for assigned clients.
  • Schedule financial planning reviews, implementing as necessary.

Requirements:

  • BA/BS degree required, advanced degree preferred.
  • CFP highly desired; Series 65 a plus.
  • Minimum 3 years of experience with an investment consulting/management firm, family office, or RIA.
  • Strong financial planning experience.
  • Experience with CRM, financial planning software, and portfolio accounting software.
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
  • Able to work under pressure and meet deadlines in a fast-paced, demanding environment.

Compensation & Benefits:
Competitive compensation, bonus, and benefits package.

Location:

Milwaukee, Wisconsin

Reference Number: HRJ6360

Apply Now

Applicant Information

Contact Information