Tax & Wealth Advisor: Integrated Planning & Investments

Affiliated Financial Advisors; Milwaukee (WI); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Profit sharing

401(k) with company match

Health and dental insurance

Paid time off

Job summary

Affiliated Financial Advisors in Milwaukee seeks a Tax Manager/Wealth Advisor to lead the firm's tax practice while delivering investment management services to clients. You will identify tax planning opportunities and implement tax-efficient investment strategies within integrated advisory services.

Responsibilities include tax preparation, portfolio integration, client relationship management, and ongoing account servicing using our custodial platform.

Qualifications

• Bachelor's degree in accounting or finance required.
• CPA preferred; CFP or Series 65 encouraged.
• Strong interpersonal and client-relations skills required.

Responsibilities

• Welcome and onboard new clients; develop relationships.
• Participate in client meetings; customize financial plans and solutions.
• Prepare individual income tax returns and planning.
• Integrate portfolios with tax planning strategies for growth and distributions.
• Manage client investment portfolios aligned with objectives and suitability.
• Monitor portfolios for market changes and client objectives.
• Support retirement, wealth transfer, and tax-efficient income strategies.

Skills

Interpersonal skills

Business development

Financial markets knowledge

Education

Bachelor's Degree in Accounting/Finance

CPA certification

CFP certification or Series 65

Job description

Affiliated Financial Advisors in Milwaukee seeks a Tax Manager/Wealth Advisor to lead the firm's tax practice while delivering investment management services to clients. You will identify tax planning opportunities and implement tax-efficient investment strategies within integrated advisory services.

Responsibilities include tax preparation, portfolio integration, client relationship management, and ongoing account servicing using our custodial platform.