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Affiliated Financial Advisors · Milwaukee
Affiliated Financial Advisors, Inc
2600 N. Mayfair Rd. Ste 200
Milwaukee, WI 53226
George M. Schmidley, President/Sr. Partner
Email: GSchmidley@AffiliatedFA.com
About the Company:
Affiliated Financial Advisors Inc. is a registered investment advisor and wealth planning firm. Our mission is to provide our clients with trustworthy investment services integrated with tax preparation and tax planning in a collaborative, engaging environment. We coordinate our clients’ finances through their various stages of life, from accumulation to retirement, and work generationally with families offering counsel on estate and trust planning.
About the Role:
Our Tax Manager/Wealth Advisor position will have the dual responsibilities of managing AFA’s tax practice while providing investment management services to our firm’s clientele. Through our formal training and mentorship, our advisors learn to identify tax planning and investment opportunities using a solutions-oriented process. As an integrated tax and investment advisor, you will be responsible for recognizing tax planning opportunities coupled with tax-efficient investment strategies. Responsibilities include investment analysis, portfolio construction, allocation and performance monitoring, addressing changes to investment objectives, and all aspects of account servicing. In addition to managing long term client relationships, our integrated tax and financial advisors maintain our tax and portfolio software to prepare tax returns, monitor investment accounts, and compile performance data for client reviews. Advisors will also become proficient in using our trading and servicing platform through our world-class investment custodian, Charles Schwab & Co.
Responsibilities:
Welcome and provide the best on-board experience to new clients and new client development
Participate in client meetings and customize financial plans and solutions
Individual Income Tax preparation and planning
Integration of portfolios with tax planning strategies related to portfolio growth, tax consequences and efficient portfolio income distributions
Recommend and manage client investment portfolios consistent with client objectives and suitability
Monitor portfolio for changes in markets and client objectives
Display confidence in retirement planning, wealth accumulation, IRC income withdrawal rules, and estate wealth transfers
Qualifications:
Bachelor’s Degree in Accounting, Finance, or related field
Excellent interpersonal communication skills and motivation to grow new relationships
Desire to become highly qualified in personal finance and investment management, in addition to individual tax preparation and tax planning integration.
Understanding of financial markets, general investment securities, individual IRS tax codes
Hold or willingness to obtain a series 65 and CFP certification, CPA certification a plus
Required Skills:
Excellent interpersonal communication skills
Motivation to grow new relationships
Understanding of financial markets and investment securities
Preferred Skills:
Hold or willingness to obtain a series 65 and CFP certification
CPA certification a plus
Pay range and compensation package:
Competitive salary based on experience level
Opportunity to participate in profit sharing
401(k) Retirement Plan or equivalent, with company match
Group Health Insurance and Dental Insurance options
Paid time off, vacation and holiday pay
Firm partnership opportunities after 3 years
Equal Opportunity Statement:
We are committed to diversity and inclusivity in our hiring practices and strive to create a workplace that reflects the communities we serve.
Details
| Company | Affiliated Financial Advisors |
| Location | Milwaukee |
| Type | FULL TIME |
| Niche | Business services and administration managers |