Associate Financial Analyst/Advisor

• Required field. Our client is an organization in the Milwaukee area looking for a Financial Analyst . Our client is looking for someone with 2+ years of experience, strong interpersonal skills and highly organized. The salary range for this role is $70k-120k. The Financial Analyst will be responsible for, but not limited to, the following:

RESPONSIBILITIES

Support the construction and ongoing management of strategic investment portfolios, including asset allocation and rebalancing. Monitor investment portfolio performance and prepare clear, insightful analyses and reports. Develop long-term cash flow projections and comprehensive financial plans tailored to client goals. Provide income tax analysis and planning support, particularly as it relates to investment strategies. Assist with retirement planning and education funding strategies. Review life insurance coverage and assess adequacy in alignment with broader financial plans. Support estate planning and wealth transfer strategies in coordination with internal teams and external advisors. Assist with charitable planning strategies to help clients achieve philanthropic goals in a tax-efficient manner. The Financial Analyst will possess the following:

EXPERIENCE REQUIRED

Bachelor's degree in accounting or closely related field 2+ years of finance experience CPA preferred Strong interpersonal skills Strong analytical skills Well organized and detail oriented Excellent written and verbal communication skills Equal Opportunity Employer The compensation philosophy reflects the Company's reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to skills, experience level, and overall qualifications. This role may also be eligible to participate in a discretionary incentive program, subject to the rule governing the program