Wealth Advisor — Greater Milwaukee Area

Job overview

The Wealth Advisor role is a full-time position serving clients in the Greater Milwaukee area, with the posting also identifying Madison and Downers Grove, Illinois, as service areas. The listed pay range is $125,000–$135,000 per year. The client is an independently owned, fee-based wealth management firm serving corporate executives and high-net-worth individuals. The advisor assesses and manages clients’ financial needs across investments, employer benefits, taxes, retirement, charitable giving, estate planning, and insurance. The role helps clients pursue short- and long-term financial objectives and supervises a support team.

What you'll do

• Assess and manage clients’ financial needs
• advise on employer benefits, investments, income tax, retirement planning, charitable giving, estate planning, and insurance
• help clients plan toward personal financial objectives
• supervise a support team.

What we're looking for

Skills & competencies

wealth advisor

full-time

greater milwaukee area

madison wi

downers grove il

rk partners

financial planning

investment advice

retirement planning

estate planning

$125k–$135k

benefits eligible

Work arrangement

• Weekend coverage required

Benefits & perks

• Health, dental, vision, life, and long-term disability benefits
• 401(k)
• bonus eligibility
• ownership potential.

Why this role

Requires at least five years of client-facing experience and a CFP designation; CFA or CPA designations are acceptable. The posting describes the position as not sales-focused and notes bonus eligibility and ownership potential.

About the employer

RK Partners is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.