Wealth Advisor (RIA)

Job overview

The Wealth Advisor (RIA) role is onsite in Milwaukee, WI, with compensation of $125,000–$135,000 per year. The firm provides fee-based wealth management services to corporate executives and high-net-worth individuals. The advisor assesses and manages clients’ comprehensive financial needs, helping them make decisions about benefits, investments, taxes, retirement, charitable giving, estate planning, and insurance. The role also supervises a support team and helps clients pursue short- and long-term financial objectives.

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 pursue short- and long-term financial objectives
• supervise a support team.

What we're looking for

Skills & competencies

wealth advisor

ria

financial planning

fee-based wealth management

milwaukee wi

rk partners

cfp

client advisory

investment planning

retirement planning

estate planning

$125k-$135k

Work arrangement

• Weekend coverage required

Benefits & perks

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

Why this role

Fee-only planning firm; not a sales position; ownership potential and bonus eligibility.

About the employer

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