Job Description
Job description: Junior Financial Advisor (Associate Financial Advisor)Wealth Management Firm New Berlin, WI Please note: Client Service Associates with long-term aspirations to become Financial Advisors are encouraged to apply This is not a sales, business development, or prospecting role. The focus is on servicing existing accounts Our 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 experience Qualifications: Qualifications for the Junior Financial Advisor: Bachelors degree in finance, economics, business, or a related field 1 to