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Financial Advisor

Description

Ref ID: 04600-0011156393

Classification: Financial Advisor

Compensation: $100000.00 to $140000.00 yearly

A rapidly growing Wealth Management company based in Western Milwaukee is currently seeking to add a Wealth Manager to team. This role is 100% client facing so extremely strong communication experience is needed! No prospecting or cold calling in this role! Job Duties Include: • Conduct initial portfolio reviews with prospects and clients to determine or validate current investment objectives and prepare recommendations of appropriate investment models and allocations • Participate in data gathering, risk tolerance, and goal setting exercises with new prospective clients and deliver the initial framework for a financial plan • Responsible for engaging in business development (to include prospecting, development of external and internal referral sources, use of personal and professional contacts) to deliver results • Build and maintain excellent working relationships with internal partners and teammates • Adhere to internal and external policies and procedures regarding securities transactions and code of ethics Looking for 7+ years of experience in wealth management industry. For consideration please email your updated resume to Taylor at [Click Here to Email Your Resumé].

Requirements

• 5+ years’ experience in a client-facing financial advisor position • CFP certification strongly preferred • Experience managing discretionary and brokerage relationships • Ability to communicate sophisticated investment strategies to all levels of clients and prospects • Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals • Demonstrated understanding of comprehensive wealth management concepts including retirement, tax, estate, and distribution planning strategies • Ability to work in a team based environment • Thorough understanding of the financial markets • Passion for providing a fiduciary standard of care to clients

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine’s list of “World's Most Admired Companies” since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 888.490.5461 for additional information.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2019 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans.

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

Job Snapshot

Location US-WI-Elm Grove
Employment Type Full-Time
Pay Type Year
Pay Rate N/A
Store Type Accounting, Finance
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Company Overview

Robert Half Finance & Accounting U.S

Robert Half Finance & Accounting pioneered specialized financial recruitment in 1948 and today, as a result, is the worldwide leader in the industry. We specialize in placing experienced professionals in areas such as accounting, finance, credit and collections, bookkeeping, payroll and taxation. For six decades, we have developed lasting relationships with the industry- leading companies we serve, giving us access to the best career opportunities for our candidates. Learn More

Contact Information

US-WI-Elm Grove
Recruiter
414-271-4253
414-271-7836
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Snapshot
Robert Half Finance & Accounting U.S
Company:
US-WI-Elm Grove
Location:
Full-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Accounting, Finance
Store Type:

Description

Ref ID: 04600-0011156393

Classification: Financial Advisor

Compensation: $100000.00 to $140000.00 yearly

A rapidly growing Wealth Management company based in Western Milwaukee is currently seeking to add a Wealth Manager to team. This role is 100% client facing so extremely strong communication experience is needed! No prospecting or cold calling in this role! Job Duties Include: • Conduct initial portfolio reviews with prospects and clients to determine or validate current investment objectives and prepare recommendations of appropriate investment models and allocations • Participate in data gathering, risk tolerance, and goal setting exercises with new prospective clients and deliver the initial framework for a financial plan • Responsible for engaging in business development (to include prospecting, development of external and internal referral sources, use of personal and professional contacts) to deliver results • Build and maintain excellent working relationships with internal partners and teammates • Adhere to internal and external policies and procedures regarding securities transactions and code of ethics Looking for 7+ years of experience in wealth management industry. For consideration please email your updated resume to Taylor at [Click Here to Email Your Resumé].

Requirements

• 5+ years’ experience in a client-facing financial advisor position • CFP certification strongly preferred • Experience managing discretionary and brokerage relationships • Ability to communicate sophisticated investment strategies to all levels of clients and prospects • Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals • Demonstrated understanding of comprehensive wealth management concepts including retirement, tax, estate, and distribution planning strategies • Ability to work in a team based environment • Thorough understanding of the financial markets • Passion for providing a fiduciary standard of care to clients

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine’s list of “World's Most Admired Companies” since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 888.490.5461 for additional information.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2019 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans.

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

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Financial Advisor Apply now