Financial Planner

Location
Milwaukee, Wisconsin
Salary
Up to $85,000 per year + benefits
Posted
Jul 27, 2021
Closes
Aug 26, 2021
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Pursuing

Roell Capital Management is a boutique financial planning firm in the heart of Milwaukee's downtown financial district. Our clients are highly paid executives for local corporations, although we work with a true cross-section of individuals. We are seeking a professional, extremely detail-oriented CFP for full-time employment. This person will help construct comprehensive financial plans delivered to our clients.
 

Duties and Responsibilities:

  • Run fact-finder meetings along with the senior financial planner to gather information.
  • Input gathered data into financial planning software (eMoney)
  • Analyze data using various tools provided (Monte Carlo simulations, what-if scenarios, etc.)
  • Develop recommendations specific to the client and their financial situation on a variety of topics including financial position, risk management, cash flow, estate planning, tax planning, investment allocation, and retirement planning.
  • Write a comprehensive financial plan that includes your recommendations and supporting data.
  • Be willing to work with the primary advisor on any corrections needed.
  • Help with layout and design of the plan itself as needed.
     

Requirements:

  • 4 year undergraduate degree (financial studies preferable)
  • Have written comprehensive financial plans before (very important)
  • Knowledge with eMoney software
  • CFP designation (or in the process of completing) or a Financial Paraplanner Qualified Professional designation
  • Excellent writer
  • Good person
  • Local or willing to relocate.
     

You will be asked to submit a writing sample during the interviewing process.
 

Salary is very competitive, benefits offered are comprehensive and our team is great. Come join us!

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