Wealth Advisor | Client-Focused Financial Planning & Growth

Spano Pratt; Milwaukee (WI); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive benefits package

Job summary

Oarsman is seeking a Wealth Advisor/Financial Planning Specialist to work with Portfolio Managers and Relationship Managers to ensure clients receive detailed financial planning and superior service. The role involves gathering information, preparing plans, coordinating with tax and estate professionals, and supporting overall client service.

Responsibilities span relationship management, planning, portfolio monitoring, research, compliance, reporting, and teamwork.

Qualifications

• Minimum of 3 years experience in a similar setting or role.
• Bachelor's degree required.
• CFP, CFA, Master's or Series 65 preferred but not required.

Responsibilities

• Client Relationship Management: Assist in maintaining and building client relationships by addressing client inquiries, scheduling meetings, and providing timely updates.
• Financial Planning: Support the preparation of comprehensive financial plans, including investment strategies, retirement planning, tax planning, and estate planning.
• Portfolio Management: Assist in the monitoring and rebalancing of client portfolios, ensuring alignment with clients' financial goals and risk tolerance.
• Research and Analysis: Conduct thorough research on investment options, market trends, and economic conditions to support senior advisors in making informed investment decisions.
• Compliance and Documentation: Ensure all activities comply with regulatory requirements and maintain accurate records of client interactions and transactions.
• Reporting: Prepare and present detailed reports on investment performance, financial plans, and market updates for clients and internal teams.
• Team Collaboration: Work closely with other team members to provide a cohesive and comprehensive service to clients.

Skills

Client Relationship Management

Financial Planning

Portfolio Management

Research and Analysis

Regulatory Compliance

Financial Reporting

Team Collaboration

Education

Bachelor's degree

Job description

Oarsman is seeking a Wealth Advisor/Financial Planning Specialist to work with Portfolio Managers and Relationship Managers to ensure clients receive detailed financial planning and superior service. The role involves gathering information, preparing plans, coordinating with tax and estate professionals, and supporting overall client service.

Responsibilities span relationship management, planning, portfolio monitoring, research, compliance, reporting, and teamwork.