Job Description

A top, nationally recognized boutique Wealth Management firm in downtown Milwaukee is seeking a warm, friendly, fiercely organized, detail-oriented, self-starter and "go-getter" to join our rapidly growing team as a n Associate Private Wealth Advisor. The ideal candidate will be a versatile team player with exceptional interpersonal and communication skills. This role involves providing comprehensive support in developing detailed financial plans and preparing for client meetings. If you are ready to take on multiple duties and thrive in a dynamic, fast-paced environment, we would love to hear from you!

Duties include but are not limited to:

• Assist in developing and implementing comprehensive financial plans for high-net-worth clients.
• Conduct detailed financial analyses and prepare customized reports for client presentations.
• Collaborate with senior advisors to create tailored investment strategies and recommendations.
• Manage and maintain client portfolios, ensuring accuracy and alignment with their financial goals.
• Facilitate the opening, closing, and maintenance of investment accounts.
• Prepare and process investment transactions, including trades, transfers, and rebalancing.
• Conduct market research and gather data to support investment decisions and strategies.
• Prepare and distribute performance reports, statements, and other relevant documents to clients.
• Handle client inquiries and provide high-quality, timely responses.
• Coordinate with custodians, financial institutions, and other third parties to manage client investments.
• Assist in client meetings, taking detailed notes and following up on action items.
• Maintain and update client records and documentation in the database.
• Provide administrative support to senior advisors and the wealth management team.
• Support special projects and initiatives to improve client services and operational efficiency.

Skills and Qualifications:

• Exceptional verbal and written communication skills
• Ability to multi-task effectively in a fast-paced environment
• Proficient in Microsoft Word, Excel, and Outlook
• Strong customer service and diplomatic abilities
• Highly organized, efficient, and skilled in workflow management

Job Requirements:

• Designation Required, CFP Preferred
• Series 7, 63 and Life & Health Licensed or, the ability to obtain them within 6 months
• Minimum 2 years of relevant experience

Please forward resumes and inquiries to Megan McKay at [email protected]

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