Lead Wealth Advisor

Journal of Accountancy; Milwaukee (WI); In loco; USD 101.000 - 161.000; Tempo pieno

Descrizione del lavoro

Sikich is seeking a Wealth Advisor to lead client services within the Wealth team, guiding clients through comprehensive wealth strategies, tax considerations, and estate planning while coordinating with the CPA team for integrated services.

The role emphasizes developing investment plans, managing portfolios, and maintaining strong client relationships across complex financial scenarios.

Competenze

• Bachelor’s degree in accounting or finance.
• Five or more years’ experience as a fee-based Advisor in accounting or finance.
• Series 65 licensing required.
• CFP or CPA/PFS preferred.
• Excellent communication and listening skills; ability to multitask.

Mansioni

• Manage complex client situations with a strategic wealth management approach.
• Compile and analyze client financial data and research tax and planning issues.
• Implement, monitor, rebalance, and tax-manage client portfolios.
• Create Investment Policy Statements based on client riskProfile.
• Guide clients through market fluctuations with disciplined investing.
• Lead client meetings and maintain ongoing communication to ensure strong relationships and proactive guidance.
• Assist in onboarding new clients.
• Develop expertise across multiple areas and act as SME.
• Explain investment philosophy and strategy clearly and confidently.
• Collaborate with Wealth and CPA teams for integrated client support.

Conoscenze

Excellent communication

Listening skills

Multitask effectively

Attention to detail

Software proficiency

Formazione

Bachelor’s degree in accounting or finance

Descrizione del lavoro

Position Summary:

The position of Wealth Advisor will be responsible for playing a key role in leading the Sikich Financial client services team, guiding clients and executing their overall wealth strategy. Wealth Advisors coordinate well-developed investment plans and follow advanced planning processes to address client goals, financial planning issues, income tax considerations, and estate planning.

Essential Job Duties:

• Manage complex client situations with a comprehensive and strategic wealth management approach.
• Compile and analyze client financial data, researching specific financial planning and income tax issues.
• Implement, monitor, re-balance, and tax-manage client portfolios.
• Create the Investment Policy Statement by assessing the client’s ability, willingness, and need to take investment risks.
• Guide clients through emotional market fluctuations to ensure a disciplined and successful investing experience.
• Lead client meetings and maintain ongoing communication to ensure strong relationships and proactive financial guidance.
• Assist the Team with onboarding new clients.
• Develop or leverage specialized expertise across multiple functional and technical areas, serving as an SME.
• Demonstrate a deep understanding of our investment philosophy and strategy, effectively communicating our story with clarity and confidence.
• Work efficiently and collaboratively with both Wealth and CPA team members to ensure integrated client support.

Knowledge, Skills, and Abilities:

• Bachelor’s degree, preferably in accounting or finance
• Five (5) plus years’ experience as a fee-based Advisor in the field of accounting, finance, or a related professional field.
• Series 65 licensing, required
• CFP or CPA/PFS, preferred
• Excellent communication and listening skills, with the ability to multitask effectively.
• Expertise in processing complex financial scenarios, with a strong understanding of the company’s investment strategy, philosophy, and policy
• High attention to detail and accuracy
• Proficient with multiple software programs

In compliance with this state’s pay transparency laws, the salary range for this role is $101,430.74-$131,250.37-$161,070. This is not a guarantee of compensation or salary, as final offer amount may vary based on several factors including but not limited to experience and geographic location. Compensation ranges for roles in our Government Services pillar are determined by contract with the specific government agency Sikich is servicing

In addition, specific skills/experience required are as follows:

• Values driven– You embody and model absolute integrity and servant leadership and you have a bias for action and continuous innovation.
• Uncompromising problem solver– You see opportunities in every business challenge and can develop, articulate and implement solutions.
• Collaboration– You are a relationship builder across all levels of the organization and across all business units.
• Instills trust– You do what you say, without ego, and you follow through on commitments consistently and credibly.
• Impact & influence– You are relentlessly focused on making a difference and can gain support for ideas, proposals and solutions. You get others to act, with or without formal authority, to advance initiatives and objectives.