CFP Private Client Advisor - Wealth Planning Lead

F.L.Putnam Investment Management Company; Milwaukee (WI); On-site; USD 90,000 - 130,000; Full time

Job summary

F.L.Putnam Investment Management Company in Milwaukee, WI is seeking a Client Advisor/CFP to lead financial planning for client teams and manage direct client relationships, drawing on an established Milwaukee market presence.

The successful candidate will originate, manage, and maintain client relationships, oversee implementation of planning recommendations, and work closely with an Investment Advisor and a client account administrator.

Qualifications

• CFP designation and bachelor's degree required.
• 7+ years of experience as a financial planner and client advisor.
• Strong communication and presentation skills.
• Experience with eMoney, Salesforce and Orion is a plus.
• Ability to work collaboratively in a team.

Responsibilities

• Originate, manage, and maintain client relationships with trusted advisory.
• Oversee implementation of financial planning recommendations.
• Collaborate with a team to deliver client value.
• Contribute to growth via new business presentations and referrals.
• Engage in strategic planning and firm initiatives.
• Utilize CRM and planning tools to meet client needs.

Skills

Presentation skills

Communication skills

Client relationships

Team collaboration

New business development

Education

CFP designation

Bachelor's degree

Tools

eMoney

Salesforce

Orion

Job description

F.L.Putnam Investment Management Company in Milwaukee, WI is seeking a Client Advisor/CFP to lead financial planning for client teams and manage direct client relationships, drawing on an established Milwaukee market presence.

The successful candidate will originate, manage, and maintain client relationships, oversee implementation of planning recommendations, and work closely with an Investment Advisor and a client account administrator.