Financial Advisor

5 days ago

Milwaukee, Wisconsin, United States E6 Full time

About the Company
: We are a boutique wealth advisory team focused on serving a specific professional niche, offering deep planning expertise and a relationship-driven approach. We prioritize trust, education, and long-term client partnerships over sales.

About the Role
: We're hiring a CFP to serve as the primary relationship manager for a select group of high-net-worth clients. This role centers on financial planning, client guidance, and long-term relationship development, with future opportunities for ownership. This is not a sales-heavy environment.

Responsibilities
:

  • Manage around 100+ client relationships, each averaging roughly $2M in assets.
  • Deliver comprehensive financial planning across retirement, tax, estate, insurance, education, and cash flow.
  • Build trust quickly and maintain deep, long-term relationships rooted in empathy and proactive communication.
  • Work closely with internal planners and portfolio management resources.
  • Travel a few times per year to meet clients and strengthen relationships.

Qualifications
:

  • CFP designation with at least 3 years of experience (strong planners with 2 years considered).

Required Skills
:

  • Excellent communication skills with the ability to simplify complex financial topics.
  • High emotional intelligence and relationship-building skills.
  • Proactive, accountable, and comfortable in an entrepreneurial environment.
  • Prefers collaborative, in-office teamwork rather than remote or transactional cultures.
  • Passion for serving clients beyond the technical aspects of planning.

Pay range and compensation package
:

  • Base salary between $115,000 and $140,000 depending on experience.
  • Discretionary bonus based on individual and firm performance.
  • Employer-paid health and dental coverage at competitive levels.
  • Life and long-term disability insurance.
  • Monthly HSA contribution.
  • PTO plus federal holidays.
  • Professional development support.

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