Associate Wealth Manager - Whitefish Bay
On-siteWhitefish Bay, Wisconsin, United States
Job Summary
Prepare client materials, reports, and data for scheduled meetings, and attend sessions to capture notes and track follow-up tasks. Respond promptly to client inquiries while assisting in portfolio reviews and strategy alignment. Coordinate cross-functionally with financial planning, investment, and tax teams to execute recommendations and maintain accurate regulatory records. Conduct pre-call planning and post-meeting outreach to support long-term client goals. Maintain up-to-date client files and facilitate the timely implementation of financial action items. This role offers a direct pipeline to becoming a Wealth Manager, emphasizing operational excellence and client-first service without sales responsibilities.
Required Qualifications
- Bachelor's degree in Finance, Business, Economics, or related field
- Series 65 or equivalent within 6 mos. (Working towards CFP)
- 2+ years in financial services, wealth management, or client advisory support roles
- Familiarity with financial planning strategies, portfolio management principles, and investment fundamentals
- Excellent communication skills and a client-first mindset, especially in high-touch service environments
- Proven ability to manage multiple priorities and deliver timely, accurate results in a fast-paced advisory setting
- Comfortable working cross-functionally with internal experts to support client strategy and execution
- Skilled in CRM platforms, wealth management tools, and financial reporting software
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