Financial Planning Associate

About Roell Capital Management

Founded in 2006, Roell Capital Management (RCM) is a Milwaukee fee-based advisory firm serving executives and their families with integrated investment management and advanced financial planning. Our founder (CFP®, CPWA®, CLU®) leads investments, and our Director of Financial Planning (CFP®, CPWA®) leads planning. We are adding a Financial Planning Associate to expand planning capacity, strengthen follow-through, and elevate client experience.

Working closely with the Director of Financial Planning, the Financial Planning Associate plays a key role in the delivery of our planning work by turning raw client data into clear, actionable advice. You’ll gather and verify client data, build and iterate plans, prep meetings, track follow-ups, and help convert advice into well-executed actions without product-based incentives or conflicts.

This is an ideal role for a problem solver who wants to make a meaningful impact. You will work closely with experienced financial planners in a collaborative, supportive environment while developing deep technical skills in financial planning. We value team members who are committed to learning, applying best practices, and delivering thoughtful, comprehensive solutions for clients.

Plan Construction & Analysis

• Gather, organize, and input client data into financial planning software
• Support the development and refinement of financial plans, including analysis using Monte Carlo simulations and other what-if scenarios

• Perform scenario modeling, including:
• Roth conversion strategies
• NUA vs. rollover analysis
• ESPP, ISO, and NSO strategies
• Sequence-of-returns stress testing
• Social Security and pension optimization
• Asset location analysis

• Maintain detailed notes of client correspondence, planning assumptions, and required follow-up actions

Required

• Bachelor’s degree in Financial Planning, Finance, Accounting, or a related field
• Strong grasp of financial planning fundamentals
• Strong technology skills, including proficiency with Microsoft Office
• Clear written communication and the ability to explain complex concepts simply

Preferred

• CFP certification completed or in progress
• Two or more years of experience in financial services
• Experience with financial planning software (Right Capital and/or eMoney)
• Familiarity with tax return review (Schedules 1–3, D, E, QBI, NIIT)
• Estate planning documents (wills, powers of attorney, revocable trusts; basic ILIT concepts)

• Competitive salary: $60,000–$80,000, depending on experience
• Paid Holidays and PTO
• Comprehensive benefits package
  , including:
  Retirement plan with employer match, health, dental, and vision insurance, life and disability insurance
• Professional development support
  , including exam fees, continuing education, professional dues, and conference attendance
• Onsite company-paid underground parking

This role allows senior advisors to focus on deep planning work and firm growth while you transform complex inputs into meaningful, actionable advice for clients. It provides real-world, hands-on experience under the guidance of seasoned professionals who recognize the value of every team member and invest in their development.

Roell Capital Management is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other protected status under applicable law. RCM is committed to fostering an inclusive and accessible environment for all employees and applicants.

Location: Milwaukee, WI (On-site)

Position Type: Full-Time, Salary