Senior Investment Advisor – High-Touch Client Strategy

Operose; Milwaukee (WI); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Competitive base salary

Bonus pool participation

Health, Dental and Vision Insurance

Health Savings Account (HSA)

Commuter Plan

401(k) plan with employer match

Paid-time-off

Job summary

Operose delivers customized financial solutions to meet investment advisory, family office, tax, and alternative investment needs. The Investment Advisor is responsible for all aspects of the advisor’s client relationships, portfolio construction, and collaboration with tax and legal advisors.

This role requires a deep understanding of investment strategies and a track record of client service excellence. Candidates should have a Bachelor's degree with CFA preferred, Series 65 licensing, and at

Qualifications

• 5+ years applicable work experience.
• CFA designation preferred.
• Series 65 or other licensing as determined by the CCO.
• Strong knowledge of investments and portfolio construction.
• Excellent interpersonal, communication and presentation skills.
• Experience with Envestnet/Tamarac preferred, but not required.
• Excellent relationship-building skills with clients, colleagues and vendors.
• Strong organizational skills and attention to detail.

Responsibilities

• Serve as the primary strategic adviser for assigned client relationships, ensuring alignment with financial goals and values.
• Provide exceptional service for client relationships, including utilizing investment, operational, and tax subject matter experts.
• Construct Investment Policy Statements for clients to establish goals, outcomes, and asset allocations.
• Implement strategic and thematic positioning in client portfolios.
• Enter trades and initiate rebalancing within Operose trading platform.
• Prepare and review client meeting materials and deliverables.
• Collaborate with tax and legal advisors to deliver comprehensive client solutions.
• Schedule and conduct periodic in-person and/or virtual client investment reviews.
• Support creation of investment content and identify new business opportunities.

Skills

Investment knowledge

Portfolio construction

Interpersonal skills

Communication

Relationship building

Presentation skills

Education

Bachelor's degree

CFA designation preferred

Tools

Envestnet/Tamarac

Job description

Operose delivers customized financial solutions to meet investment advisory, family office, tax, and alternative investment needs. The Investment Advisor is responsible for all aspects of the advisor’s client relationships, portfolio construction, and collaboration with tax and legal advisors.

This role requires a deep understanding of investment strategies and a track record of client service excellence. Candidates should have a Bachelor's degree with CFA preferred, Series 65 licensing, and at