Senior Wealth Advisor & Client Strategy Lead

Association of International Certified Professional Accountants; Milwaukee (WI); On-site; USD 101,000 - 161,000; Full time

Job summary

Sikich is seeking a Wealth Advisor to lead client services within the Wealth team, guiding clients through comprehensive wealth strategies, tax considerations, and estate planning while coordinating with the CPA team for integrated services.

The role emphasizes developing investment plans, managing portfolios, and maintaining strong client relationships across complex financial scenarios.

Qualifications

• Bachelor’s degree in accounting or finance.
• Five or more years’ experience as a fee-based Advisor in accounting or finance.
• Series 65 licensing required.
• CFP or CPA/PFS preferred.
• Excellent communication and listening skills; ability to multitask.

Responsibilities

• Manage complex client situations with a strategic wealth management approach.
• Compile and analyze client financial data and research tax and planning issues.
• Implement, monitor, rebalance, and tax-manage client portfolios.
• Create Investment Policy Statements based on client riskProfile.
• Guide clients through market fluctuations with disciplined investing.
• Lead client meetings and maintain ongoing communication to ensure strong relationships and proactive guidance.
• Assist in onboarding new clients.
• Develop expertise across multiple areas and act as SME.
• Explain investment philosophy and strategy clearly and confidently.
• Collaborate with Wealth and CPA teams for integrated client support.

Skills

Excellent communication

Listening skills

Multitask effectively

Attention to detail

Software proficiency

Education

Bachelor’s degree in accounting or finance

Job description

Sikich is seeking a Wealth Advisor to lead client services within the Wealth team, guiding clients through comprehensive wealth strategies, tax considerations, and estate planning while coordinating with the CPA team for integrated services.

The role emphasizes developing investment plans, managing portfolios, and maintaining strong client relationships across complex financial scenarios.