Wealth Advisor/Financial Planning Specialist - Oarsman Capital

Spano PrattMilwaukee, WI

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Overview

Schedule

Full-time

Career level

Senior-level

Remote

Option for remote

Benefits

Paid Vacation

Job Description

Job Summary:

A Wealth Advisor/Financial Planning Specialist will work with Portfolio Managers and Relationship Managers in ensuring each client has received detailed financial planning. This role involves accumulating information, preparing financial plans, working with the client’s tax and estate planning professionals, and providing overall service to clients. Oarsman operates a collaborative environment, so the job duties will be far broader based than financial planning and may include any and all of the following key responsibilities.

Key Responsibilities:

Client Relationship Management: Assist in maintaining and building client relationships by addressing client inquiries, scheduling meetings, and providing timely updates.
Financial Planning: Support the preparation of comprehensive financial plans, including investment strategies, retirement planning, tax planning, and estate planning.
Portfolio Management: Assist in the monitoring and rebalancing of client portfolios, ensuring alignment with clients' financial goals and risk tolerance.
Research and Analysis: Conduct thorough research on investment options, market trends, and economic conditions to support senior advisors in making informed investment decisions.
Compliance and Documentation: Ensure all activities comply with regulatory requirements and maintain accurate records of client interactions and transactions.
Reporting: Prepare and present detailed reports on investment performance, financial plans, and market updates for clients and internal teams.
Team Collaboration: Work closely with other team members to provide a cohesive and comprehensive service to clients.

Requirements

Minimum of 3 years experience in a similar setting or role.

Bachelors required.

CFP, CFA, Master's or Series 65 preferred but not required.

Other information -

Location: Office-based with potential for remote work in certain situations.
Hours: Full-time, with occasional additional hours as needed.
Travel: Minimal travel required, primarily for client meetings or training sessions.

Benefits

Competetive benefits package

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FAQs About Wealth Advisor/Financial Planning Specialist - Oarsman Capital Jobs at Spano Pratt

What is the work location for this position at Spano Pratt?

This job at Spano Pratt is located in Milwaukee, WI, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Spano Pratt?

Employer has not shared pay details for this role.

What employment applies to this position at Spano Pratt?

Spano Pratt lists this role as a Full-time position.

What experience level is required for this role at Spano Pratt?

Spano Pratt is looking for a candidate with "Senior-level" experience level.

Does Spano Pratt allow remote work for this role?

Yes, this position at Spano Pratt supports remote work, giving candidates the flexibility to work outside the primary office location.

What benefits are offered by Spano Pratt for this role?

Spano Pratt offers Paid Vacation for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at Spano Pratt?

You can apply for this role at Spano Pratt either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.