Wealth Advisor/Financial Planning Specialist - Oarsman Capital
Spano Pratt
Job Description
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
Vacancy posted 13 days ago
Similar jobs that could be interesting for youBased on the Wealth Advisor/Financial Planning Specialist - Oarsman Capital in Milwaukee, WI vacancy
- ...Oarsman is seeking a Wealth Advisor/Financial Planning Specialist to work with Portfolio Managers and Relationship Managers to ensure clients receive detailed financial planning and superior service. The role involves gathering information, preparing plans, coordinating...Suggested
Spano Pratt
Milwaukee, WI3 days ago - ....You blend deep functional knowledge of Financial General Ledger and Sub-ledger processes... ...Asset Accounting / Fixed Assets, including capitalization, depreciation, and parallel ledger... ...long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and...SuggestedFull timeWork experience placementLive inWork at officeLocal area
- ...Vice President Wealth Advisor Join us today at First... ...partner with a team of specialists to provide holistic wealth... ..., and strategic planning tailored to each client... ...navigate important financial decisions with confidence... ...to identify and capitalize on referral opportunities...Suggested
$116.2k - $229.1k
...insurance industry, you will help insurance carriers strengthen financial planning, forecasting, and analytics capabilities so they can make... ...alignment between statutory (NAIC), US GAAP, IFRS and capital (e.g., RBC, BSCR, etc.) reporting requirements within FP&A planning...SuggestedLocal areaVisa sponsorship$81.86k - $120.41k
...time R-8535 The Private Wealth Management team serves to... .... As a fiduciary, we deliver financial outcomes for our clients through... ...and personalized financial plans that turn goals into reality... ...our focus. As the Wealth Advisor , you will lead a highly integrated...SuggestedFull timeWork at officeLocal areaFlexible hoursUMB Bank
Milwaukee, WI3 days ago- ...fixed assets, controllership, planning, and reporting landscape—... ...deep functional knowledge of Financial General Ledger and Sub-ledger... ..., depreciation methods, capitalization, transfers, retirements, and... ...Fixed Assets Implementation Specialist).You have a CPA, CMA, ACCA,...Full timeWork experience placementLive inWork at officeLocal area
- ...reinvention.Build client relationships and credibility as a trusted advisor on how to infuse AI, GenAI and data into the business processes... ...).Infuse Responsible AI in vision and roadmap, develop plan for leveraging ecosystem partners, and define operating model to...Full timeWork experience placementLive inWork at officeLocal area
- ...Financial Aid Specialist Milwaukee Area Technical College (MATC) is Wisconsin's largest and most diverse technical college, offering 170+ high... ...on educational related financial matters including budget planning, their rights and responsibilities related to financial aid...Full timeWork at officeLocal areaImmediate startMonday to Friday
GovernmentJobs.com
Milwaukee, WI2 days ago $91.8k - $171k
...Wealth Planning Specialist Provides specialized wealth planning for High Net Worth / Ultra High Net... ...clients to help meet their long-term financial objectives. Leverages specialized... ..., Investment Counsellors, Investment Advisors) to provide clients with comprehensive...Part timeLocal areaShift work$60k
...Private Wealth Advisor Old National Bank has been serving clients and... ...development and providing financial and investment guidance and... ...Advisors work as part of a Team of specialists within the Wealth Group, and... ...clients through Financial Planning: be able to complete a basic...Base plus commission- ...Financial Advisor Opportunity At BMO Bank LPL Financial partners with banks to offer a complete menu of financial services to bank clients... ...maximize their investment programs The opportunity to capitalize on the bank's reputation and community standing As an advisor...Local area
- ...presenting an exciting opportunity for a Sr. Financial Analyst . We are looking for a curious,... .... You'll play a key role in financial planning and analysis, support important business... ...accounting and FP&A workflows Manage capital expenditure reporting and transfer...Work at officeLocal areaRemote workMonday to Friday
National Business Furniture
Milwaukee, WI3 days ago - ...“MS”) is a global financial services firm that... ...Institutional Securities, Wealth Management, and... ...and wealth planning, credit & lending,... ...Banker will build Advisor product awareness... ...Clients, Product Specialists and matrix partners... ...manage and allocate capital for our clients –...Work at office
Morgan Stanley
Milwaukee, WI2 days ago - ...Sr. Financial Analyst Job ID 2026-8591 City Milwaukee Posted Date... ...continuous improvement (CI) tracking, and working capital analysis. The ideal candidate is curious,... ...assumptions into a defensible financial plan. Support monthly and quarterly reforecasting...Full timeShift work
STRATTEC
Milwaukee, WI20 hours ago - ...COUNTRY Trust Bank Financial Advisor We're looking for ambitious and established... ...clients prepare for life's planned and unexpected moments with... ...Representatives of COUNTRY Capital Management Company, and... ...Accredited Asset Management Specialist (AAMS) ~ Chartered...Contract workFor contractorsWork at office
- ...Wealth Advisor At PNC, our people are our greatest differentiator and competitive advantage... ...PNC match, pension and stock purchase plans; dependent care reimbursement account;... ...fully paid; a robust wellness program with financial incentives. In addition, PNC generally...Full timeTemporary workPart timeWork experience placementWork at office
- ...branch operations function and manage the Financial Advisors and support staff for the branch.... ...being met, including partnering with the Wealth Centers to achieve WM metric goals Drive... ...recognition and retention ~ Demonstrates self-management abilities Baird CapitalWork at officeLocal area
$131.25k
...Lead Wealth Advisor (Milwaukee, WI - Hybrid) Team members at Sikich have a lot in common... ...playing a key role in leading the Sikich Financial client services team, guiding clients... ...Advisors coordinate well-developed investment plans and follow advanced planning processes...Full timeLocal areaFlexible hours- ...Associate Wealth Advisor CLA is a top 10 national professional services firm where our purpose is to create opportunities every day... ..., WI. Summary: This role provides centralized financial planning support to advisors across the firm. You will deliver centralized...Local area
- ...you: Are you FIS? About the role: As a Financial Analyst, you’ll have your finger on the... ...implement financial concepts for financial planning and control. What you will be doing:... ...rates of return, depreciations, working capital requirements, investment opportunities,...Full timeFlexible hours
- ...preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to... ...that has the resources, specialists and intellectual capital to help you advise... ...Management provides individuals, advisors and institutions with...Temporary workWork experience placementLocal area
Chase
Milwaukee, WI1 day ago - ...commercially curious thinker who can turn financial data into insights and actions. The... ...partner with leadership to support long-term planning, provide actionable insights and drive... ...Procurement to track KPIs and drive working capital efficiency Coordinate with regional...Temporary workLocal areaWorldwideRelocation
Theuniversityunion
Menomonee Falls, WI3 days ago - ...transformations, you’ll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track... ..., vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. See...Full timeWork experience placementLive inWork at officeLocal area
$77k - $202k
...delivering quality work even when the path forward isn’t clear.In this role, you will specialize in using and managing the Oracle Financials software, an integrated financial management system. You will be responsible for configuring, implementing, and maintaining the...Full timeH1b- ...face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity... ...an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client...Full time
- ...Senior Financial Planning & Analysis Analyst The Milwaukee County Transit System (MCTS) is seeking a talented Senior Financial Planning... ...and operational KPIs and management dashboards. Support capital planning, grant-funded initiatives, and financial sustainability...Work at office
Milwaukee Transport Services
Milwaukee, WI2 days ago $61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...achieve their goals through financial planning. On your path to becoming a financial... ...and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Elm Grove, WI2 days ago$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives... ...for building an integrated financial planning practice from the ground up. Our college... ...a full-time Financial Representative or Advisor role upon graduation. Qualifications...Full timeContract workFor contractorsInternshipLocal areaRemote workFlexible hoursNorthwestern Mutual Life Insurance Company
Milwaukee, WI2 days ago$45k - $100k
...volume of applicants. Join a financial services firm where your... ...clients and 20,000 financial advisors across the U.S. and Canada, we... ...goals: retirement, building wealth, estate strategies, funding education... ...adjust the branch business plan to increase branch...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Elm Grove, WI1 day ago$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune... ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to... ...monitor, and adjust the branch business plan to increase branch effectiveness and achieve...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Milwaukee, WI4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor/Financial Planning Specialist - Oarsman Capital. Be the first to apply!
Related searches
- finance associate Milwaukee, WI
- financial counselor Milwaukee, WI
- associate corporate finance Milwaukee, WI
- financial consultant Milwaukee, WI
- estate planning consultant Milwaukee, WI
- financial planning assistant Milwaukee, WI
- financial planner Milwaukee, WI
- financial advisor associate Milwaukee, WI
- project finance associate Milwaukee, WI
- oracle cloud financials consultant Milwaukee, WI