Wealth Management Advisor- Milwaukee

RK Partners; Chicago (IL); On-site; USD 100,000 - 135,000; Full time

Benefits offered by this job

Bonuses

Full benefits

Ownership potential

Job summary

RK Partners is seeking a Wealth Advisor in the Greater Milwaukee area. The role focuses on delivering comprehensive financial planning to high net-worth clients, with supervision responsibilities for a support team. Requires 5+ years of client-facing experience and CFP designation (CFA/CPA acceptable).

Knowledge of taxes, investments, and estate planning is essential, with proficiency in MS Office. The position offers a competitive pay range and full benefits, including health, dental, vision,

Qualifications

• Five+ years of client-facing experience.
• CFP designation required; CFA and/or CPA acceptable as alternatives.
• Strong knowledge of finance, taxes, investments, estate planning.

Responsibilities

• Service clients in Wisconsin and surrounding areas with comprehensive financial planning.
• Assess client needs and advise on employer benefits, investments, taxes, retirement, estate planning, and insurance.
• Supervise a support team as part of ongoing client service.

Skills

Client facing

CFP designation

CFA/CPA acceptable

Finance knowledge

MS Office

Education

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

Tools

MS Office

Job description

Wealth Advisor
Location: Greater Milwaukee Area

Pay Range: $100,000 - $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)
• CFA® and/or CPA designations acceptable
• 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.