Lead Wealth Advisor

Sikich LLP; Town of Brookfield (WI); On-site; USD 118,125 - 144,375; Full time

Benefits offered by this job

Flexible Time Off

Paid holidays

Wellness program

Insurance: health, dental, vision

HSA contribution

9 holidays annually

Parental bonding leave

401(k) contributions

CPA exam days

Volunteer program

Job summary

Sikich LLP is seeking a Lead Wealth Advisor to guide clients and execute comprehensive wealth strategies. You will coordinate investment plans, plan for taxes, and address estate considerations within Sikich Financial.

You will lead client meetings, collaborate with Wealth and CPA teams, and develop expertise across multiple areas to deliver integrated client support.

Qualifications

• > Bachelor’s degree in accounting or finance is required.
• > Five+ years’ experience as a fee-based Advisor in accounting, finance, or related field.
• > Series 65 licensing required.
• > CFP or CPA/PFS preferred.

Responsibilities

• > Manage complex client situations with strategic wealth management.
• > Analyze client financial data and research planning and tax issues.
• > Implement, monitor, rebalance, and tax-manage client portfolios.
• > Create Investment Policy Statement assessing client risk.
• > Guide clients through market fluctuations with disciplined investing.
• > Lead client meetings and maintain ongoing communication.
• > Assist team with onboarding new clients.
• > Develop expertise across multiple functional areas as SME.
• > Communicate investment philosophy and strategy clearly.
• > Collaborate with Wealth and CPA teams for integrated support.

Skills

Excellent communication & listening

Multitasking

Attention to detail

Proficient with software programs

Education

Bachelor’s degree in accounting or finance

Series 65 licensing

CFP or CPA/PFS (preferred)

Tools

Investment software

Job description

Position Summary

Reporting to the Principal, the Lead Wealth Advisor will …

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.

Responsibilities

• 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 midpoint of the salary range for this role is $131,250.37. This is not a guarantee of compensation or salary, as the final offer amount may vary based on factors including but not limited to experience and geographic location.

Specific Skills/Experience Required

• Values driven – embody and model absolute integrity and servant leadership with a bias for action and continuous innovation.
• Uncompromising problem solver – see opportunities in every business challenge and develop, articulate and implement solutions.
• Collaboration – build relationships across all levels of the organization and across all business units.
• Instills trust – do what you say, without ego, and follow through on commitments consistently and credibly.
• Impact & influence – remain relentlessly focused on making a difference and gain support for ideas, proposals and solutions, driving initiatives and objectives.

About Sikich

Sikich offers the public and private sectors a diverse platform of professional services across consulting, technology and compliance. Highly specialized and hands‑on teams deliver integrated solutions rooted in deep industry experience.

Benefits

• Sikich maintains a Flexible Time Off (FTO) Policy. Employees are encouraged, where the role permits, to utilize paid time off (personal time, mental/physical health care, vacation, sick leave, etc.) from the first day of employment.
• Recognizes paid holidays throughout the year and allows time off during the last week of the calendar year when work permits.
• Offers a comprehensive wellness program with activities that can be tracked through a wellness provider to obtain gift cards and other rewards.
• Health, dental, vision, life, and accident/death/disability insurance options.
• HSA employer contribution.
• Nine (9) paid holidays annually.
• A robust paid Parental Bonding Leave program covering birth, adoption, and foster children.
• 401(k) with employer contributions.
• CPA bonus with four (4) paid exam days and four (4) paid study days.
• FORCE – a community volunteer program allowing each team member to use up to four hours of paid time annually to volunteer and make a difference in their local communities.

Sikich is an Equal Opportunity Employer M/F/D/V