Private Wealth Manager

Location: Milwaukee, WI (In-office with flexibility)

Overview

We are seeking a Certified Financial Planner (CFP®) to join our client, a team-oriented wealth management practice serving high-net-worth individuals and families. This role is designed for a well-rounded advisor who thrives in both relationship management and business development.

You will play a critical role in the full client lifecycle—from acquiring new relationships to delivering comprehensive financial planning and serving as a trusted long-term advisor. This is an opportunity to combine deep, meaningful client work with the ability to grow your own book within a collaborative, high-integrity environment.

Key Responsibilities

• Serve as the primary advisor and relationship manager for a portfolio of high-net-worth clients (average AUM ~$1M+)
• Deliver comprehensive financial planning across retirement, tax, estate, insurance, and cash flow strategies
• Drive new client acquisition through referrals, centers of influence, and personal networking efforts
• Lead client meetings, present financial plans, and guide clients through complex financial decisions
• Translate sophisticated financial concepts into clear, actionable recommendations
• Own and enhance the overall client experience through proactive communication and high-touch service
• Identify, track, and close new AUM opportunities
• Collaborate with internal teams (investment management, client service, and planning specialists) to deliver integrated solutions
• Maintain accurate CRM records, pipeline activity, and client documentation
• Mentor junior team members and contribute to a strong, team-based culture
• Serve as a subject matter expert (SME) in a core planning area and contribute to thought leadership or client education
• Ensure compliance with regulatory standards and internal policies

Qualifications

• 3–10+ years of experience in wealth management or financial planning
• Demonstrated ability to both manage client relationships and generate new business
• Strong communication and presentation skills with the ability to simplify complex financial strategies
• High emotional intelligence, with a natural ability to build trust and long-term relationships
• Entrepreneurial mindset with accountability for both client outcomes and business growth
• Licenses:
  Series 63/65 (or equivalent) and Life/Health insurance preferred
• Experience with CRM and planning tools (e.g., Salesforce, eMoney, Orion, or similar)
• Strong organizational skills and attention to detail
• Collaborative, team-first mentality with a willingness to wear multiple hats

Success Profile

• Builds and maintains a book of high-net-worth client relationships (100+ households over time)
• Consistently generates new business through referrals and network development
• Establishes themselves as a trusted advisor and long-term partner to clients
• Contributes to firm growth, culture, and mentorship of future advisors
• Demonstrates potential for expanded leadership and/or ownership opportunities
• Competitive base salary + performance-based bonus
• 401(k) with company match
• Health, dental, life, and disability insurance
• HSA contributions
• Paid time off + holidays
• Professional development and certification support
• Additional perks (e.g., parking, flexibility) based on location

Why This Role

This role offers the best of both worlds: the ability to build deep, meaningful client relationships while also growing your own book of business. You’ll be part of a collaborative, high-performing team that values integrity, authenticity, and long-term impact over transactional success.