CFP Private Wealth Advisor

FL Putnam Investment Management; Milwaukee (WI); On-site; USD 90,000 - 120,000; Full time

Job summary

F.L Putnam, a Milwaukee-based wealth management firm, is seeking a Client Advisor/CFP® to lead financial planning for client teams in our Wisconsin office. You will provide comprehensive advice to individuals, families, and institutional clients, tailoring strategies to their goals and risk tolerances.

You will manage new and existing client relationships, oversee implementation of planning recommendations, and collaborate with an investment advisor and client account administrator.

Qualifications

• CFP® professional designation and bachelor's degree required
• 7+ years of equivalent experience as a financial planner and client advisor
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Experience with eMoney, Salesforce and Orion a plus
• Experience developing new business through referrals and marketing
• Ability to work collaboratively with others as part of a team

Responsibilities

• Originate, manage, and maintain client relationships with trusted advisory and planning.
• Oversee the implementation of financial planning recommendations.
• Collaborate with a team to deliver value to clients and exceed expectations.
• Contribute to firm growth through new business presentations and referrals.
• Engage in strategic planning processes and company initiatives.

Skills

Client relationship management

Communication skills

Presentation skills

Team collaboration

Education

CFP® professional designation

Bachelor's degree in finance or related field

Tools

Salesforce

eMoney

Orion

Job description

F.L Putnam, a Milwaukee-based wealth management firm, is seeking a Client Advisor/CFP® to lead financial planning for client teams in our Wisconsin office. You will provide comprehensive advice to individuals, families, and institutional clients, tailoring strategies to their goals and risk tolerances.

You will manage new and existing client relationships, oversee implementation of planning recommendations, and collaborate with an investment advisor and client account administrator.