Wealth Advisor- Milwaukee

RK Partners; Chicago (IL); On-site; USD 120,000 - 135,000; Full time

Benefits offered by this job

Bonuses

Full benefits including health, dental

Ownership potential

Job summary

RK Partners is seeking a Wealth Advisor to service clients in the Milwaukee area and Downers Grove, IL. The role requires deep experience in comprehensive financial planning and a CFP designation, with the ability to oversee a support team and deliver holistic planning solutions.

Qualified candidates will have at least five years of client-facing experience and strong knowledge of tax, investments, estate planning, and asset allocation, along with proficiency in Microsoft Office.

Qualifications

• Minimum 5 years of client-facing experience.
• CFP designation (Certified Financial Planner).
• Extensive knowledge of finance, income taxes, investments, asset allocation and estate planning concepts.
• Proficient in Microsoft Office

Responsibilities

• Service clients in Wisconsin, specifically Milwaukee/Madison area, and Downers Grove, IL.
• Assess and manage clients' financial needs across employer benefits, investments, taxes, retirement, estate planning and insurance.
• Supervise a support team and oversee client service delivery.

Skills

Client facing

CFP designation

Financial planning knowledge

Communication skills

Education

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

Tools

Microsoft Office

Job description

Wealth Advisor
Milwaukee Area

Pay Range: $120,000 - $135,000 per year

Our client is one of the largest independently owned fee-based wealth management firms in the Midwest. They provide wealth management services to corporate executives and high net worth individuals. Investment News recently announced the firm as Best Places to Work for Financial Advisors for 2021-2025.

We are in search of a full-time Financial Advisor who can service clients in Wisconsin, specifically in the Milwaukee/Madison area. In addition to the same role in Downers Grove, IL. As the firm continues to expand their geographic footprint, this is a great business opportunity for an advisor who might be looking to join a fee-only planning firm with an established reputation and infrastructure.

The Financial Advisor must have knowledge in all areas of comprehensive financial planning and at least 5 years of client facing experience. Advisors assess and manage the financial needs of individuals and help them with decisions on, but not limited to, employer benefits, investments, income tax, retirement planning, charitable giving, estate planning, and insurance. Advisors help clients plan for short- and long-term goals to achieve their personal financial objectives. Advisors will have supervisory responsibilities for a support team.

Qualifications Required:

• Minimum 5 years of client facing experience
• CFP® designation (Certified Financial Planner)
• Extensive knowledge of finance, income taxes, investments, asset allocation and estate planning concepts
• Proficient in basic computer skills especially Microsoft Office

Education:

Bachelor’s Degree in Personal Financial Planning, Finance, Economics, Accounting, or Business

Compensation:

Exempt position, eligible for bonuses and full benefits including health, dental, vision, life, long-term disability, 401(k), and ownership potential. This is not a sales position.