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Associate Wealth Advisor - Milwaukee

Company: Strategic Wealth Partners Group, LLC
Location: Milwaukee
Posted on: May 21, 2019

Job Description:

Our FirmStrategic Wealth Partners ( SWP ) is a top independent wealth management firm founded in 2008. Our firm consists of a team of professionals offering personalized financial planning and investment advisory services. Our objective is simple: to provide our clients with successful wealth strategies, independent, objective advice and the personalized service they deserve. We take the time to understand our client's unique circumstances. Each of our clients deserves a team of financial specialists that match their unique needs. To achieve this, we foster an environment that attracts individuals who are interested in continuing to develop their technical expertise and have a deep conviction about client service and relationships. Additional firm information can be reviewed online at SummaryThe Associate Wealth Associate (\"AWA\") will be part of a team that is responsible for performing various activities which support the investment activities of the Wealth Advisors. The core duties include client meeting preparation, meeting notes, client follow-up, portfolio rebalancing, and financial projections. QualificationsThe position typically requires the following qualifications:* Experience working with a financial services firm* Experience with portfolio management and trading * Experience with eMoney a plus* Series 65* CFP or Registrant preferred* Experience working with wealthy individuals and families* Bachelor's Degree from an accredited institution * Desire to work in a small company environment * Desire to be part of a team Salary/benefits are competitive based on industry standards.* Salary will be based on experience* Bonus eligible; prorated for the first year of service* Paid Time Off* Benefits include health care, dental, 401(k)Interested candidates should apply online at Strategic Wealth Partners is an Equal Opportunity Employer

Keywords: Strategic Wealth Partners Group, LLC, Appleton , Associate Wealth Advisor - Milwaukee, Other , Milwaukee, Wisconsin

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