Private Client Advisor/CFP

F.L.Putnam Investment Management Company; Milwaukee (WI); On-site; USD 90,000 - 130,000; Full time

Job summary

F.L.Putnam Investment Management Company in Milwaukee, WI is seeking a Client Advisor/CFP to lead financial planning for client teams and manage direct client relationships, drawing on an established Milwaukee market presence.

The successful candidate will originate, manage, and maintain client relationships, oversee implementation of planning recommendations, and work closely with an Investment Advisor and a client account administrator.

Qualifications

• CFP designation and bachelor's degree required.
• 7+ years of experience as a financial planner and client advisor.
• Strong communication and presentation skills.
• Experience with eMoney, Salesforce and Orion is a plus.
• Ability to work collaboratively in a team.

Responsibilities

• Originate, manage, and maintain client relationships with trusted advisory.
• Oversee implementation of financial planning recommendations.
• Collaborate with a team to deliver client value.
• Contribute to growth via new business presentations and referrals.
• Engage in strategic planning and firm initiatives.
• Utilize CRM and planning tools to meet client needs.

Skills

Presentation skills

Communication skills

Client relationships

Team collaboration

New business development

Education

CFP designation

Bachelor's degree

Tools

eMoney

Salesforce

Orion

Job description

F.L. Putnam delivers sophisticated planning, investment management, research, wealth management, and family office services to a range of individuals and families, institutional investors, and single and multi-family offices. We bring a broad range of products and solutions, tailoring our advice to meet clients' needs.

We are seeking a Client Advisor/CFP® to join our Wisconsin team based out of our Milwaukee, WI office. FLP's Wisconsin Team was recently acquired, and brings the Red Granite Large Cap Growth Strategy to the team. The Red Granite Strategy was established in 1996 and has an established client base and long tenure in the Milwaukee market. This addition to our team will be the financial planning lead on client teams for new and existing client relationships. The successful candidate will have a demonstrated passion for financial planning and providing direct advice to clients.

The Client Advisor/CFP® will be directly responsible for managing new client relationships as part of a team approach consisting of a client advisor, an investment advisor, and a client account administrator. The Client Advisor/CFP® will support new business efforts and engage with the broader FLP team to meaningfully contribute to a growing and dynamic firm.

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

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
• Highly versed with all facets of financial planning and client relationship management experience
• 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
• Strong community presence with an established network in the Milwaukee, Wisconsin market
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business

F.L.Putnam is an equal opportunity employer. We are committed to promoting an inclusive environment in service to one another and our clients. We do all of this with kindness, empathy, and respect for one another.