CFP Private Client Advisor — Wealth Planning Lead

Flputnam; Milwaukee (WI); Hybrid; USD 120,000 - 180,000; Full time

Job summary

F.L. Putnam seeks a Client Advisor/CFP® to lead financial planning for client teams in Milwaukee, WI. This role serves as the planning lead on client relationships and collaborates with Investment Advisors and support staff to deliver tailored financial solutions.

The ideal candidate will hold a CFP® designation with a bachelor’s degree and 7+ years of experience in financial planning and client advising. Strong presentation, communication, and relationship-management skills are essential to

Qualifications

• CFP® professional designation and bachelor’s degree required.
• 7+ years of equivalent experience as a financial planner and client advisor.
• Experience with eMoney, Salesforce and Orion a plus.
• Experience developing new business through referrals and marketing.
• Strong communication and presentation skills.
• Ability to work collaboratively with others as part of a team.
• Strong Milwaukee market network.

Responsibilities

• Originate, manage, and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing comprehensive advice, and developing thoughtful financial planning solutions while delivering an exceptional client experience
• Oversee the implementation of financial planning recommendations
• Manage client relationships as part of a team (partnering with an Investment Advisor) while identifying and exceeding client expectations by delivering the value proposition of the firm
• Contribute to firm growth through participation in new business presentations across our referral channels and through excellent ongoing client service that elicits referrals from existing clients
• Engage with the firm's strategic planning process and contribute to business advancement initiatives through participation in our Financial Planning Committee and other working groups
• Contribute in every way to advancing the goals and objectives of FLP
• Use internal technology as well as Salesforce CRM and eMoney to meet client service requirements

Skills

Presentation skills

Client relationship management

Team collaboration

Communication

Business development

Education

Bachelor's degree

Tools

eMoney

Salesforce

Orion

Job description

F.L. Putnam seeks a Client Advisor/CFP® to lead financial planning for client teams in Milwaukee, WI. This role serves as the planning lead on client relationships and collaborates with Investment Advisors and support staff to deliver tailored financial solutions.

The ideal candidate will hold a CFP® designation with a bachelor’s degree and 7+ years of experience in financial planning and client advising. Strong presentation, communication, and relationship-management skills are essential to