Wisconsin Licensed Wealth Planning Analyst

Job Summary

Supporting high-net-worth clients, the full-time Wisconsin Licensed Wealth Planning Analyst will collaborate with advisors to develop customized financial and insurance strategies, focusing on estate planning, tax optimization, and risk mitigation, while working remotely within Wisconsin.

Key responsibilities:

• Collaborate with team members and advisors to build comprehensive financial plans emphasizing advanced insurance and estate planning strategies
• Provide in-depth case consultations and design integrated financial strategies based on clients' legal, tax, and insurance documentation
• Present tailored recommendations to clients and advisors, leveraging strong influencing skills to facilitate decision-making

Required qualifications:

• Bachelor's degree in Business, Financial Planning, Finance, Economics, or Accounting
• Minimum of eight years of financial planning experience, with strong expertise in high-net-worth planning
• CERTIFIED FINANCIAL PLANNER designation required
• Series 6 or 7 required or to be obtained within the first 180 days of hire
• State of residence insurance license required or to be obtained within the first 180 days of hire