Private Wealth Manager

E6; Milwaukee (WI); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

401(k) with company match

Health, dental, life, and disability保险

HSA contributions

Paid time off + holidays

Professional development and certified

Job summary

E6 in Milwaukee, WI is seeking a Certified Financial Planner (CFP®) to join a team-oriented wealth practice serving high-net-worth families. This role blends relationship management with business development and full client lifecycle responsibilities.

You will acquire new relationships, deliver comprehensive financial planning across retirement, tax, estate and insurance, mentor junior staff, and drive AUM growth within a collaborative, high-integrity environment.

Qualifications

• 3–10+ years of experience in wealth management or financial planning
• Ability to manage client relationships and generate new business
• Strong communication and presentation skills; ability to simplify complex strategies
• High emotional intelligence with ability to build trust and long-term relationships
• Entrepreneurial mindset with accountability for client outcomes and growth
• Licenses: Series 63/65 and Life/Health insurance preferred
• Experience with CRM and planning tools (Salesforce, eMoney, Orion)
• Strong organizational skills and attention to detail
• Collaborative, team-first mentality with willingness to wear multiple hats

Responsibilities

• Serve as primary advisor and relationship manager for a portfolio of high-net-worth clients (average AUM ~$1M+)
• Deliver comprehensive financial planning across retirement, tax, estate, insurance, and cash flow
• Drive new client acquisition through referrals, centers of influence, and personal networking
• Lead client meetings, present financial plans, and guide clients through complex decisions
• Translate sophisticated financial concepts into clear, actionable recommendations
• Own and enhance the overall client experience through proactive communication and high-touch service
• Identify, track, and close new AUM opportunities
• Collaborate with internal teams to deliver integrated solutions
• Maintain accurate CRM records, pipeline activity, and client documentation
• Mentor junior team members and contribute to a strong, team-based culture
• Serve as SME in core planning area and contribute to thought leadership or client education
• Ensure compliance with regulatory standards and internal policies

Skills

Wealth management

Client relationships

Business development

Communication skills

CRM tools

Education

CFP certification

Tools

Salesforce

eMoney

Orion

Job description

Location: Milwaukee, WI (In-office with flexibility)

Overview

We are seeking a Certified Financial Planner (CFP®) to join our client, a team-oriented wealth management practice serving high-net-worth individuals and families. This role is designed for a well-rounded advisor who thrives in both relationship management and business development.

You will play a critical role in the full client lifecycle—from acquiring new relationships to delivering comprehensive financial planning and serving as a trusted long-term advisor. This is an opportunity to combine deep, meaningful client work with the ability to grow your own book within a collaborative, high-integrity environment.

Key Responsibilities

• Serve as the primary advisor and relationship manager for a portfolio of high-net-worth clients (average AUM ~$1M+)
• Deliver comprehensive financial planning across retirement, tax, estate, insurance, and cash flow strategies
• Drive new client acquisition through referrals, centers of influence, and personal networking efforts
• Lead client meetings, present financial plans, and guide clients through complex financial decisions
• Translate sophisticated financial concepts into clear, actionable recommendations
• Own and enhance the overall client experience through proactive communication and high-touch service
• Identify, track, and close new AUM opportunities
• Collaborate with internal teams (investment management, client service, and planning specialists) to deliver integrated solutions
• Maintain accurate CRM records, pipeline activity, and client documentation
• Mentor junior team members and contribute to a strong, team-based culture
• Serve as a subject matter expert (SME) in a core planning area and contribute to thought leadership or client education
• Ensure compliance with regulatory standards and internal policies

Qualifications

• 3–10+ years of experience in wealth management or financial planning
• Demonstrated ability to both manage client relationships and generate new business
• Strong communication and presentation skills with the ability to simplify complex financial strategies
• High emotional intelligence, with a natural ability to build trust and long-term relationships
• Entrepreneurial mindset with accountability for both client outcomes and business growth
• Licenses: Series 63/65 (or equivalent) and Life/Health insurance preferred
• Experience with CRM and planning tools (e.g., Salesforce, eMoney, Orion, or similar)
• Strong organizational skills and attention to detail
• Collaborative, team-first mentality with a willingness to wear multiple hats

Success Profile

• Builds and maintains a book of high-net-worth client relationships (100+ households over time)
• Consistently generates new business through referrals and network development
• Establishes themselves as a trusted advisor and long-term partner to clients
• Contributes to firm growth, culture, and mentorship of future advisors
• Demonstrates potential for expanded leadership and/or ownership opportunities
• Competitive base salary + performance-based bonus
• 401(k) with company match
• Health, dental, life, and disability insurance
• HSA contributions
• Paid time off + holidays
• Professional development and certification support
• Additional perks (e.g., parking, flexibility) based on location

Why This Role

This role offers the best of both worlds: the ability to build deep, meaningful client relationships while also growing your own book of business. You’ll be part of a collaborative, high-performing team that values integrity, authenticity, and long-term impact over transactional success.