Senior Wealth Advisor (CFP) - Ownership Potential

RK Partners; Chicago (IL); On-site; USD 100,000 - 135,000; Full time

Benefits offered by this job

Bonuses

Full benefits

Ownership potential

Job summary

RK Partners is seeking a Wealth Advisor in the Greater Milwaukee area. The role focuses on delivering comprehensive financial planning to high net-worth clients, with supervision responsibilities for a support team. Requires 5+ years of client-facing experience and CFP designation (CFA/CPA acceptable).

Knowledge of taxes, investments, and estate planning is essential, with proficiency in MS Office. The position offers a competitive pay range and full benefits, including health, dental, vision,

Qualifications

• Five+ years of client-facing experience.
• CFP designation required; CFA and/or CPA acceptable as alternatives.
• Strong knowledge of finance, taxes, investments, estate planning.

Responsibilities

• Service clients in Wisconsin and surrounding areas with comprehensive financial planning.
• Assess client needs and advise on employer benefits, investments, taxes, retirement, estate planning, and insurance.
• Supervise a support team as part of ongoing client service.

Skills

Client facing

CFP designation

CFA/CPA acceptable

Finance knowledge

MS Office

Education

Bachelor's Degree in Personal Financial Planning / Finance / Economics / Accounting / Business

Tools

MS Office

Job description

RK Partners is seeking a Wealth Advisor in the Greater Milwaukee area. The role focuses on delivering comprehensive financial planning to high net-worth clients, with supervision responsibilities for a support team. Requires 5+ years of client-facing experience and CFP designation (CFA/CPA acceptable).

Knowledge of taxes, investments, and estate planning is essential, with proficiency in MS Office. The position offers a competitive pay range and full benefits, including health, dental, vision,