Wealth Advisor - Wealth Management jobs in United States
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KerberRose · 1 day ago

Wealth Advisor - Wealth Management

positionGreen Bay,WI,US
timeFull-time
remoteOnsite
senioritySenior Level
date7+ years exp

KerberRose is a wealth management company seeking a Senior Wealth Advisor for their Green Bay office. This role involves managing client relationships, providing strategic financial advice, and leading a team of Wealth Management professionals.

Accounting
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Work & Life Balance

Responsibilities

Lead and manage client relationships, offering strategic financial and investment advice tailored to clients’ objectives and long-term goals
Evaluate financial needs, current holdings, and available investment capital to design and implement comprehensive financial plans
Monitor client portfolios and make recommendations consistent with direction provided by the KerberRose Investment Committee and Investment Research Team
Deliver clear, effective, and professional client presentations that communicate strategy, performance, and long-term planning
Attend client and/or prospect events and seminars
Participate in firm leadership activities, with potential to serve on the KerberRose Investment Committee or the Investment Research Team
Maintain detailed documentation of client activities and strategies within Advyzon CRM to ensure continuity and transparency across the team
Network with and prospect clients in the community

Qualification

Series 6665 licenseCFP®CTFA designationWealth Management experienceMicrosoft ExcelCRM systemsLeadership skillsClient relationship managementFinancial planningPresentation skills

Required

Bachelor's Degree in business-related field or commensurate experience
7+ years of experience in the business industry
Proven ability to manage and grow a book of business, with the capacity to assume a large, established client base
Series 66 or 65 license required
Proficiency in Microsoft Excel, Word, and Outlook

Preferred

Prior supervisory experience and leadership skills
CFP® or CTFA designation preferred (or willingness to obtain)
Familiarity with Adobe and CRM systems

Company

KerberRose

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In the 1980s, three like-minded practitioners in Shawano, WI, shared a vision of offering proactive, personalized tax and accounting services to local individuals and businesses.
dateFounded in 1979
location
Shawano, Wisconsin, USA
people-size201-500 employees
web-link
http://kerberrose.com

Funding

Current Stage
Growth Stage

Leadership Team

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Lucas Koenig
CTO / Shareholder
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David Minch, CPA
Partner
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Company data provided by crunchbase