Private Client Advisor - Milwaukee

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 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. 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.

Salary: $100000 - $150000 per year