Associate Financial Advisor - Milwaukee, United States - Diversified Management, Inc.

Description

Job Description

As an Associate Financial Adviser, you will work in a supportive role with our senior Financial Advisers in delivering all aspects of financial management.

The longer-term goal for this position is to work directly with clients, move into a senior adviser role, help develop new client relationships and assume leadership responsibilities.

• \tAssist in the management of client investment portfolios including monitoring performance, recommending rebalancing activity and recommending other changes as needed.
• \tAnalyze client financial situations to help develop personalized financial plans.
• \tAssist with preparing client tax returns and run tax projections throughout the year to assist with tax planning.
• \tEnsure compliance with regulatory requirements and internal policies when interacting with clients and providing advice.
• \tProvide support to senior advisers by preparing client reports, coordinating meetings, maintaining client information and other operational tasks as necessary.

Company Description