Lead Wealth Advisor

Sikich•Brookfield, WI

21d•$131,250•Hybrid

About The Position

The Lead Wealth Advisor will play a key role in leading the Sikich Financial client services team, guiding clients and executing their overall wealth strategy. Wealth Advisors coordinate well-developed investment plans and follow advanced planning processes to address client goals, financial planning issues, income tax considerations, and estate planning.

Requirements

Bachelor’s degree, preferably in accounting or finance
Five (5) plus years’ experience as a fee-based Advisor in the field of accounting, finance, or a related professional field.
Series 65 licensing, required
Excellent communication and listening skills, with the ability to multitask effectively.
Expertise in processing complex financial scenarios, with a strong understanding of the company’s investment strategy, philosophy, and policy
High attention to detail and accuracy
Proficient with multiple software programs
Values driven – You embody and model absolute integrity and servant leadership and you have a bias for action and continuous innovation.
Uncompromising problem solver – You see opportunities in every business challenge and can develop, articulate and implement solutions.
Collaboration – You are a relationship builder across all levels of the organization and across all business units.
Instills trust – You do what you say, without ego, and you follow through on commitments consistently and credibly.
Impact & influence – You are relentlessly focused on making a difference and can gain support for ideas, proposals and solutions. You get others to act, with or without formal authority, to advance initiatives and objectives.

Nice To Haves

CFP or CPA/PFS, preferred

Responsibilities

Manage complex client situations with a comprehensive and strategic wealth management approach.
Compile and analyze client financial data, researching specific financial planning and income tax issues.
Implement, monitor, re-balance, and tax-manage client portfolios.
Create the Investment Policy Statement by assessing the client’s ability, willingness, and need to take investment risks.
Guide clients through emotional market fluctuations to ensure a disciplined and successful investing experience.
Lead client meetings and maintain ongoing communication to ensure strong relationships and proactive financial guidance.
Assist the Team with on-boarding new clients.
Develop or leverage specialized expertise across multiple functional and technical areas, serving as an SME.
Demonstrate a deep understanding of our investment philosophy and strategy, effectively communicating our story with clarity and confidence.
Work efficiently and collaboratively with both Wealth and CPA team members to ensure integrated client support.

Benefits

Competitive compensation
Insurance options
Wellness programs
Flexible time off policy
Flexible work arrangements
Health, dental, vision, life, and accident/death/disability insurance options
HSA employer contribution
Nine (9) paid holidays annually.
Robust paid Parental Bonding Leave program covering birth, adoption, and foster children.
401(k) with employer contributions
CPA bonus with four (4) paid exam days & four (4) paid study days.
Tuition reimbursement
Generous employee referral bonus program
Client referral bonus program
Pet insurance
FORCE – Sikich community volunteer program enabling each team member to use up to four hours of paid time annually to volunteer and make a difference in their local communities.