Job Description

Our client's team is growing. We are searching for an experienced professional to join their team as an Associate Wealth Management Advisor. This candidate will be responsible for developing and managing the portfolios of individual and business clients. The primary responsibilities of the position will include:

· Ability to assess client financial situations and analyze portfolios. Provide innovative solutions to develop a comprehensive plan that is in alignment with each client’s goals

· Review performance and current market conditions to make appropriate recommendations for existing and prospective clients

· Audit the portfolios of existing and prospective clients

· Execute trades, rebalance accounts, securities selection, and asset transfers

· Advise and execute tax concepts, strategies, and opportunities for our existing high net worth clients and prospective clients

· Assist in client acquisition and retention by building complex plans, proposals, recommendations, and documents for client meetings. Utilize our approved broker/dealer programs and software

· Work within our current investment philosophy and assist in developing the direction of the practice and future investment philosophy

· Possess strong analytical, communication, and written correspondence skills

· The ability to thrive in a fast-paced professional team environment

· Be a self-starter and a team player

· Maintain our exceptional client service and trust

· Commitment to ongoing professional development

The ideal candidate will have their Series 7 and 63, Wisconsin Life/Health and Long-term care Insurance licenses. An Associate or Bachelor’s degree in finance is preferred.

This is a great opportunity for someone looking to work in the financial service industry.