SVP, Wealth Advisor

https:/www.pcrecruiter.net/sitemap.xml • Milwaukee, WI, United States • $200k - $250k / year • 1w ago

We are seeking a Wealth Advisor to join a collaborative RIA team in Milwaukee, WI.

RESPONSIBILITIES

Cultivate and maintain client relationships in alignment with company values and planning-based standards
Guide clients through the financial planning process, ensuring thorough preparation and execution
Prepare and lead annual reviews covering planning and investment topics
Provide ongoing support and communication to ensure client satisfaction
Identify, nurture, and secure new client opportunities by leveraging various marketing channels and your professional network
Actively work with clients to expand the range of services provided
Drive client referrals and create new business opportunities
Mentor and train team members in financial planning and client service
Adhere to and maintain compliance standards
Engage in training, educational events, and coaching programs

QUALIFICATIONS

Bachelor's degree in Business, Finance, Economics or a related field
Minimum of 10 years as a Financial Advisor
Advanced designation required (CFP, CPA, MBA, etc)
Series 65 (RIA only) and relevant insurance licenses required
Proven ability to attract and convert prospects, deliver high-level planning services, and manage a growing book of business
Excellent analytical, organizational, and communication skills
Ability to handle multiple projects simultaneously
Active participation in the community and the financial planning industry

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