CFP® Wealth Planning Advisor | Client Growth & Strategy

F.L.Putnam Investment Management Company; Milwaukee (WI); On-site; USD 100,000 - 150,000; Full time

Job summary

F.L. Putnam Investment Management Company in Milwaukee, WI is seeking a Client Advisor/CFP® to lead financial planning on client teams, handling new and existing relationships with a collaborative approach.

The successful candidate will drive comprehensive planning, manage client expectations, and support business development through referrals and presentations. They will work closely with Investment Advisors, account administrators, and other specialists to deliver the firm’s value proposition.

Qualifications

• CFP® certification and a bachelor's degree are required.
• Seven or more years of experience as a financial planner and client advisor.
• Excellent communication and presentation abilities.
• Proficient in comprehensive financial planning and client relationship management.
• Experience with eMoney, Salesforce, and Orion is a plus.
• Ability to collaborate with teams and leverage an established Milwaukee network.

Responsibilities

• Originate, manage, and maintain client relationships while earning trust and delivering thoughtful financial planning solutions.
• Oversee the implementation of financial planning recommendations.
• Collaborate with the Investment Advisor and team to exceed client expectations and deliver the firm’s value proposition.
• Contribute to firm growth through referrals and new business presentations across channels.
• Participate in strategic planning and Financial Planning Committee initiatives.
• Utilize Salesforce CRM and eMoney to meet client service requirements.

Skills

Client relationship management

Financial planning

Communication

Presentation skills

Team collaboration

Education

CFP® professional 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 on client teams, handling new and existing relationships with a collaborative approach.

The successful candidate will drive comprehensive planning, manage client expectations, and support business development through referrals and presentations. They will work closely with Investment Advisors, account administrators, and other specialists to deliver the firm’s value proposition.