Overview Join our dynamic team as a Wealth Management Advisor and become a vital partner in guiding clients toward their financial goals. In this role, you will deliver personalized wealth management solutions, leveraging your expertise in financial planning, investment strategies, and regulatory compliance. Your proactive approach will help clients navigate complex financial landscapes, ensuring they receive tailored advice that aligns with their unique needs and aspirations. This position offers an exciting opportunity to make a meaningful impact while working within a collaborative and growth-oriented environment. Duties Develop comprehensive financial plans by analyzing clients' assets, liabilities, income, and expenses to recommend suitable investment and wealth management strategies Provide expert guidance on estate planning, wills, trusts, and estate law to help clients preserve and transfer wealth efficiently Stay current on securities law, financial regulations, and industry standards to ensure all advice complies with legal requirements and best practices Conduct detailed financial analysis using advanced software tools to evaluate investment opportunities and risk profiles Manage client relationships through regular communication, portfolio reviews, and tailored investment management advisory services Educate clients on financial concepts such as tax strategies, cash management, banking services, and asset management to empower informed decision-making Collaborate with legal and tax professionals to optimize estate plans and ensure compliance with relevant laws Experience Proven experience practicing in the securities industry with a strong understanding of financial markets, investment management, and financial analysis techniques Demonstrated knowledge of estate planning, wills, trusts & estate law, and tax experience related to wealth transfer strategies Familiarity with financial software platforms used for research, portfolio management, and client relationship management (CRM) tools preferred Industry certifications such as FINRA licenses (e.g., Series 7 or Series 66) are highly desirable Strong background in banking services expertise, corporate accounting principles, or public accounting is advantageous Excellent communication skills with the ability to explain complex financial concepts clearly to clients of diverse backgrounds A solid foundation in financial regulations and compliance standards that govern the securities industry

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 This role is ideal for motivated professionals eager to advance their career in wealth management by providing exceptional service rooted in industry knowledge and technical expertise. Join us to help clients build secure futures while growing your professional journey!

Pay:

$110,000.00 - $140,000.00 per year

Benefits:

401(k) Dental insurance Financial planning services Health insurance Life insurance Paid time off Professional development assistance Vision insurance

Work Location:

Hybrid remote in Pewaukee, WI 53072