Private Client Advisor - Milwaukee

FL Putnam Investment Management; Milwaukee (WI); On-site; USD 90,000 - 120,000; Full time

Job summary

F.L Putnam, a Milwaukee-based wealth management firm, is seeking a Client Advisor/CFP® to lead financial planning for client teams in our Wisconsin office. You will provide comprehensive advice to individuals, families, and institutional clients, tailoring strategies to their goals and risk tolerances.

You will manage new and existing client relationships, oversee implementation of planning recommendations, and collaborate with an investment advisor and client account administrator.

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
• 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

Responsibilities

• Originate, manage, and maintain client relationships with trusted advisory and planning.
• Oversee the implementation of financial planning recommendations.
• Collaborate with a team to deliver value to clients and exceed expectations.
• Contribute to firm growth through new business presentations and referrals.
• Engage in strategic planning processes and company initiatives.

Skills

Client relationship management

Communication skills

Presentation skills

Team collaboration

Education

CFP® professional designation

Bachelor's degree in finance or related field

Tools

Salesforce

eMoney

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 upstate NY 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.