Job description

JO# 2310: Associate Wealth Administrator - Milwaukee, WI (hybrid remote). An independent RIA that provides a wide range of services tailored to meet the needs of high-net-worth families. This is a professional position that will support Wealth Managers in servicing existing clients.

· Participate in client meetings with senior wealth officer.

· Establish new advisory accounts and facilitate asset transfers.

· Prepare wealth management reports for client meetings, interface with outside custodians, place and confirm investment trades, and prepare requested account distributions.

· Research wealth management issues in response to client questions.

· Strong career path to client service manager.

We are seeking:

· 2-to-5-year degreed professional, with the ability to utilize critical thinking skills, work within a team, and anticipate firm needs and client questions.

· Prior experience using Charles Schwab or Fidelity as custodian is a plus.

· FINRA 65 desired (or completed within 6 months of employment.)

The company offers:

· An above-market base salary.

· Discretionary bonus plan with a target of 5% - 15% of base.

· Company profit-sharing plan.

· Comprehensive employee benefits.

· Relocation assistance is available.

Job Type: Full-time

Pay: $65,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Application Question(s):

• Do you have at least two years' prior experience working in wealth management, financial services or brokerage?
• Do you currently hold, or are you willing to obtain the FINRA 65?

Education:

• Bachelor's (Required)

Work Location: In person

seankuhnke.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, seankuhnke.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, seankuhnke.com is the ideal place to find your next job.