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Wealth Manager/Financial Advisor job in Elm Grove at Robert Half

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Wealth Manager/Financial Advisor at Robert Half

Wealth Manager/Financial Advisor

Robert Half Elm Grove, WI Full-Time
DOE
Apply Now
Ref ID: 04600-0012132394

Classification: Financial Advisor

Compensation: DOE

A rapidly growing Wealth Management company based in Western Milwaukee is currently seeking to add a Wealth Manager/Financial Advisor to their. 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

QUALIFICATIONS:

  • 2 - 6 years of experience in a client-facing financial advisor position
  • 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

If interested and qualified please call Bill Johannes at

414-622-3416
or
414-699-0299
.

  • 2 - 6 years of experience in a client-facing financial advisor position
  • 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 is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. [ Link removed ] - Click here to apply to Wealth Manager/Financial Advisor and get 1-tap apply, instant notifications for AI-matched jobs, and more.

Questions? Call your local office at

1.888.490.5461
. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be authorized to work in the United States. Benefits are available to temporary professionals. Visit [ Link removed ] - Click here to apply to Wealth Manager/Financial Advisor for more information.

© 2022 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use.

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