Associate Financial Advisor
Diversified Management, Inc.
Milwaukee, WI
Associate Financial Advisor
Diversified Management, Inc.
Milwaukee, WI
- $60,000 to $125,000 Yearly
- Medical , Dental , Paid Time Off , Retirement
- Full-Time
Job Description
Role
As an Associate Financial Adviser, you will work in a supportive role with our senior Financial Advisers in delivering all aspects of financial management. The longer-term goal for this position is to work directly with clients, move into a senior adviser role, help develop new client relationships and assume leadership responsibilities.
Responsibilities
• Assist in the management of client investment portfolios including monitoring performance, recommending rebalancing activity and recommending other changes as needed.
• Analyze client financial situations to help develop personalized financial plans.
• Assist with preparing client tax returns and run tax projections throughout the year to assist with tax planning.
• Ensure compliance with regulatory requirements and internal policies when interacting with clients and providing advice.
• Provide support to senior advisers by preparing client reports, coordinating meetings, maintaining client information and other operational tasks as necessary.
Company DescriptionAs an Associate Financial Adviser, you will work in a supportive role with our senior Financial Advisers in delivering all aspects of financial management. The longer-term goal for this position is to work directly with clients, move into a senior adviser role, help develop new client relationships and assume leadership responsibilities.
Responsibilities
• Assist in the management of client investment portfolios including monitoring performance, recommending rebalancing activity and recommending other changes as needed.
• Analyze client financial situations to help develop personalized financial plans.
• Assist with preparing client tax returns and run tax projections throughout the year to assist with tax planning.
• Ensure compliance with regulatory requirements and internal policies when interacting with clients and providing advice.
• Provide support to senior advisers by preparing client reports, coordinating meetings, maintaining client information and other operational tasks as necessary.
Milwaukee headquartered wealth management and financial planning firm.
Address
Diversified Management, Inc.
330 East Kilbourn Avenue
Milwaukee, WI
USA
Industry
Finance and Insurance
Posted date
22 days ago
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