Wealth Management Associate

About the role

A confidential wealth-management firm is seeking a Wealth Management Associate to support financial advisors and the clients who depend on them. This position combines client interaction, complex account service, and financial-planning support, with opportunities to develop toward broader advisory responsibilities. Work alongside advisors, deepen your understanding of wealth planning, and take on meaningful client-service responsibility. Future advancement into an advisory role may be available after completing required licensing and demonstrating proficiency.

Responsibilities

• Help clients complete account requests and keep them informed along the way.
• Coordinate service and documentation for trusts, estates, and multi-entity accounts.
• Gather information for financial plans and organize materials for advisor meetings.
• Track action items and coordinate the implementation of client strategies.
• Keep client information accurate across account systems and CRM records.
• Contribute ideas that improve service and help colleagues work more effectively.

Requirements

• A strong foundation in financial-services operations, account administration, and client service.
• Ability to handle detailed or complex account situations and recognize when advisor guidance is needed.
• Strong organization and the ability to follow through on multiple priorities.
• Professional communication and discretion with sensitive client information.
• Working proficiency with Microsoft Office, CRM platforms, and financial-planning software.
• Ability to work onsite in Sheboygan.
• Experience with advisor meeting preparation, financial-planning support, or mentoring colleagues is helpful.
• Relevant securities licensing is a plus.

Benefits

• Build your planning knowledge while making a direct difference in the client experience.
• Health insurance
• 401(k)
• Training and development
• Tuition reimbursement for qualified expenses

Pay

$60,000–$72,000 DOE

Schedule

Onsite