Junior Financial Advisor (Associate Financial Advisor)

Junior Financial Advisor (Associate Financial Advisor)Wealth Management FirmNew Berlin, WIPlease note:Client Service Associates with long-term aspirations to become Financial Advisors are encouraged to applyThis is not a sales, business development, or prospecting role. The focus is on servicing existing accountsOur client is a well-established wealth management firm seeking a Junior Financial Advisor to support senior advisors and deliver financial planning and investment services to high-net-worth and mass-affluent clients. This is an excellent opportunity for an early-career advisor to gain hands-on experience, develop technical and client-facing skills, and grow into a lead advisory role over time within a collaborative, team-oriented environment.Key Responsibilities for the Junior Financial Advisor:• Support senior advisors in delivering comprehensive financial planning and investment advice to clients• Assist in the preparation and implementation of financial plans, including retirement, tax, estate, education, and risk management strategies• Help monitor and manage client investment portfolios in alignment with client goals and risk tolerance• Participate in client meetings, prepare materials, and follow up on action items• Conduct research and analysis to support planning recommendations and portfolio decisions• Build foundational client relationships through proactive communication and service support• Collaborate with internal teams and external professionals, including CPAs and attorneys, as needed• Maintain accurate client records and ensure compliance with firm policies and regulatory requirements• Support ongoing client service needs and contribute to a high-quality client experienceQualifications for the Junior Financial Advisor:• Bachelor’s degree in finance, economics, business, or a related field• 1 to 5 years of experience in wealth management in a client-facing role• Series 65 license, or the ability to obtain within a specified timeframe• Passion for helping clients, with an outgoing personality and the ability to build rapport and trust• Strong analytical, organizational, and communication skills• High attention to detail with a strong client service orientation• Ability to learn quickly in a fast-paced advisory environmentPreferred Qualifications:• CFP track or interest in pursuing the CFP designation• Proficiency with Microsoft Excel and financial planning software such as MoneyGuidePro, Tamarac, Junxure, and Redtail• Tax planning knowledge is a plusWhat Our Client Offers:• Outstanding opportunity for long-term career advancement within a well-established, thriving firm with strong leadership and consistent organic growth• Comprehensive benefits program including medical, dental, and vision insurance• 401(k) with employer match• Generous paid time off and maternity or paternity leave• Health savings account and flexible spending account• Life insurance and employee assistance program• Professional development assistance and mentorship opportunities• Strong opportunities for advancement and career growth• Collaborative, team-oriented environmentAbout the Culture:Our client fosters a challenging and stimulating environment where professionals are supported in their growth and development. The firm promotes a collaborative, team-oriented culture, values diverse perspectives, and emphasizes a strong balance between professional success and personal well-being.