Our client is a dynamic, boutique wealth management firm in Milwaukee with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures. The firm provides comprehensive financial planning, investment advisory solutions, education funding strategies, holistic wealth management, retirement planning, and risk management.
They are adding a Sr. Wealth Manager to support the firm out of their downtown Milwaukee or Brookfield office.
Responsibilities
- Serve as the point of contact for established clients of the firm
- Manage formulation and implementation of risk and investment strategies consistent with a comprehensive financial plan prepared for each client
- Meet with clients semi-annually and annually to ensure plan is accurate and relevant
- Determine opportunities to increase assets under management from the assigned client base
- Develop new revenue opportunities from outside market
- Connect with and develop relationships with existing client’s next generation- build and produce new clients through those relationships
- Maintain familiarity with industry and economic trends and apply knowledge to client service and relationships
- Maintain knowledge of and shows the ability to apply compliance standards
- Works collegially and productively with clients, peers, and other team members
Qualifications
- 5+ years of experience in financial advising
- CFP designation (or coursework in progress) preferred
- Understanding and ability to articulate true holistic planning
- Ability to advise clients on all aspects of their balance sheet including investment accounts, cash management, qualified plans, real estate, credit and alternatives
- Working understanding of tax thresholds, types of taxation for different instruments and accounts, and the levers for increasing or reducing taxes
- A comprehensive understanding of financial markets and a relentless drive to learn more
- Series 7, Series 66/63 and State Life & Health or similar. Unlicensed candidates will be considered but required to obtain the requisite licenses within 120 days of employment
Compensation
- $110,000-140,000 base salary commensurate with experience and job duties plus bonuses, benefits and profit sharing
What We Do
Based in Northern California’s wine country, our consulting firm believes that if your employees truly are your best asset, then the quickest way to grow your business is to get better at getting (and keeping) better people.
We offer turnkey solutions that leave our clients with a repeatable process in place so that value continues to be created even after the retainer ends. Our ideal clients are small to medium businesses that know they can improve their talent acquisition and retention strategies, but they just don’t know where to begin.
