DescriptionLead Wealth Advisor
(Milwaukee, WI - Hybrid)
Position Summary
Reporting to the Principal, the Lead Wealth Advisor will ...
Position Summary: The position of Wealth Advisor will be responsible for playing a key role in leading the Sikich Financial client services team, guiding clients and executing their overall wealth strategy. Wealth Advisors coordinate well-developed investment plans and follow advanced planning processes to address client goals, financial planning issues, income tax considerations, and estate planning.
Essential Job Duties:
- Manage complex client situations with a comprehensive and strategic wealth management approach.
- Compile and analyze client financial data, researching specific financial planning and income tax issues.
- Implement, monitor, re-balance, and tax-manage client portfolios.
- Create the Investment Policy Statement by assessing the client's ability, willingness, and need to take investment risks.
- Guide clients through emotional market fluctuations to ensure a disciplined and successful investing experience.
- Lead client meetings and maintain ongoing communication to ensure strong relationships and proactive financial guidance.
- Assist the Team with on-boarding new clients.
- Develop or leverage specialized expertise across multiple functional and technical areas, serving as an SME.
- Demonstrate a deep understanding of our investment philosophy and strategy, effectively communicating our story with clarity and confidence.
- Work efficiently and collaboratively with both Wealth and CPA team members to ensure integrated client support.
Knowledge, Skills, and Abilities:
- Bachelor's degree, preferably in accounting or finance
- Five (5) plus years' experience as a fee-based Advisor in the field of accounting, finance, or a related professional field.
- Series 65 licensing, required
- CFP or CPA/PFS, preferred
- Excellent communication and listening skills, with the ability to multitask effectively.
- Expertise in processing complex financial scenarios, with a strong understanding of the company's investment strategy, philosophy, and policy
- High attention to detail and accuracy
- Proficient with multiple software programs
In compliance with this state's pay transparency laws, the midpoint of the salary range for this role is $131,250.37. This is not a guarantee of compensation or salary, as final offer amount may vary based on factors including but not limited to experience and geographic location.
In addition, specific skills/experience required are as follows:
- Values driven - You embody and model absolute integrity and servant leadership and you have a bias for action and continuous innovation.
- Uncompromising problem solver - You see opportunities in every business challenge and can develop, articulate and implement solutions.
- Collaboration - You are a relationship builder across all levels of the organization and across all business units.
- Instills trust - You do what you say, without ego, and you follow through on commitments consistently and credibly.
- Impact & influence - You are relentlessly focused on making a difference and can gain support for ideas, proposals and solutions. You get others to act, with or without formal authority, to advance initiatives and objectives.
Sikich Total Rewards
Our team members enjoy expansive benefits ranging from competitive compensation and insurance options to wellness programs and a flexible time off policy, to name only a few. Sikich also takes pride in prioritizing team members' health, total wellbeing and time spent with family, friends and in the pursuit of personal goals, hobbies, and endeavors.
Some examples of our many benefits:
- Sikich maintains a Flexible Time Off (FTO) Policy. We encourage every full-time employee, as your role permits, to utilize paid time off (personal time, mental/physical health care, vacation, sick leave, etc.). Waiting for time off to accrue is common at other companies. At Sikich, you do not have to wait for this benefit to kick in. FTO is activated on your first day with our organization.
- Sikich will also recognize paid holidays during the year and strives to permit employees to have time off the last week of the calendar year when client and project work permits.
- Sikich offers a comprehensive wellness program to engage, challenge and empower team members to take responsibility for their wellbeing. Activities can be tracked through our wellness provider to obtain gift cards and other rewards.
We also offer:
- Flexible work arrangements
- Health, dental, vision, life, and accident/death/disability insurance options
- HSA employer contribution
- Nine (9) paid holidays annually.
- A robust paid Parental Bonding Leave program covering birth, adoption, and foster children.
- 401(k) with employer contributions
- CPA bonus with four (4) paid exam days & four (4) paid study days.
- Tuition reimbursement
- Generous employee referral bonus program
- Client referral bonus program
- Pet insurance
- FORCE - Sikich community volunteer program enabling each team member to use up to four hours of paid time annually to volunteer and make a difference in their local communities.
Want to learn more? Visit our Careers website or Glassdoor profile.
#LI-JS1
#LI-Hybrid
