Associate - Wealth Management - Position Available June 2026 - Milwaukee

Only for registered members Milwaukee, United States

1 month ago

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Job summary

This job is available in June of 2026. The Associate assists a team of Wealth Management Managers and Directors with the services provided to clients such as the preparation of net worth statements and cash flows, and long-range financial projections.


Responsibilities

  • Help gather financial information and prepare net worth, cash flow, investment planning and investment policy statements, and other tools for use in wealth planning engagements
  • Prepare and review long-term capital sufficiency analyses based on personal financial goals, current financial data, tax rates, inflation rates, and investment assumptions

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