Wealth Advisor

Isthmus Partners, LLC; Madison (WI); On-site; USD 100,000 - 180,000; Full time

Benefits offered by this job

401(k) with company match

Profit sharing

Job summary

Isthmus Partners is seeking a client-centric Wealth Advisor to work closely with Senior Wealth Advisors and manage a subset of high-net-worth client relationships. The role includes mentorship to develop full relationship management responsibility over time.

You will participate in holistic financial planning, IPS creation, asset allocation, and tax-optimized portfolio operations while building growth opportunities with centers of influence.

Qualifications

• Minimum 5+ years in an asset management or financial advisory role with a proven track record of managing both portfolios and client relationships.
• Bachelor’s degree required; CFP® or CFA designation highly desired.
• Familiarity with wealth management software like FactSet, MoneyGuide, Income Lab, Holistiplan and Morningstar is a plus.

Responsibilities

• Relationship Management: Act as the strategic co-advisor for established client relationships, taking ownership of designated accounts.
• Portfolio & Wealth Planning: Assist in creating holistic financial plans, IPS development, and asset allocation.
• Portfolio Operations: Monitor, rebalance, trade portfolios, oversee tax optimization and client cash management.
• Business Development: Engage with centers of influence, meet prospective clients, and design solutions for growth.

Skills

Relationship management

Portfolio management

Analytical thinking

Communication skills

Education

Bachelor's degree

CFP designation

CFA designation

Tools

FactSet

MoneyGuide

Income Lab

Holistiplan

Morningstar

Job description

Isthmus Partners is seeking a client-centric Wealth Advisor to join our team. In this fiduciary role, you will work closely with our Senior Wealth Advisors to manage, monitor, and grow a dedicated subset of high-net-worth client relationships.

We utilize a mentorship model designed to give you a full working knowledge of our client portfolios, positioning you to seamlessly step into full relationship management responsibility over time.

Key Responsibilities

• Relationship Management: Act as the strategic co-advisor for established client relationships, ultimately taking ownership of designated accounts.
• Portfolio & Wealth Planning: Assist in creating holistic financial plans, developing Investment Policy Statements (IPS), and managing asset allocation.
• Portfolio Operations: Monitor, rebalance, and trade portfolios; oversee comprehensive tax optimization strategies and client cash management (including lending solutions).
• Business Development: Actively engage with community centers of influence, meet with prospective clients to design solutions, and collaborate on growth initiatives.

What We’re Looking For

• Experience: Minimum 5+ years in an asset management or financial advisory role with a proven track record of managing both portfolios and client relationships.
• Education & Credentials: Bachelor’s degree required; CFP® or CFA designation highly desired.
• Tech Stack: Familiarity with wealth management software like FactSet, MoneyGuide, Income Lab, Holistiplan and Morningstar is a plus.
• Core Attributes: A process-driven, analytical problem solver with exceptional communication skills and an unwavering commitment to fiduciary ethics.

What We Offer

• Competitive Compensation: Base salary commensurate with industry experience.
• Performance Incentives: Annual incentive bonus tied to individual performance and firm profitability.
• Retirement Planning: 401(k) with company match and profit-sharing participation.