Affiliated Financial Advisors, Inc2600 N. Mayfair Rd. Ste 200 Milwaukee, WI 53226(414) 476-4999 / (414) 476-4889 fax
Contact: George M. Schmidley, President/Sr. Partner
Email:
GSchmidley@AffiliatedFA.comAbout the Company: Affiliated Financial Advisors Inc. is a registered investment advisor and wealth planning firm. Our mission is to provide our clients with trustworthy investment services integrated with tax preparation and tax planning in a collaborative, engaging environment. We coordinate our clients’ finances through their various stages of life, from accumulation to retirement, and work generationally with families offering counsel on estate and trust planning.
About the Role:
Our Tax Manager/Wealth Advisor position will have the dual responsibilities of managing AFA’s tax practice while providing investment management services to our firm’s clientele. Through our formal training and mentorship, our advisors learn to identify tax planning and investment opportunities using a solutions-oriented process. As an integrated tax and investment advisor, you will be responsible for recognizing tax planning opportunities coupled with tax-efficient investment strategies. Responsibilities include investment analysis, portfolio construction, allocation and performance monitoring, addressing changes to investment objectives, and all aspects of account servicing. In addition to managing long term client relationships, our integrated tax and financial advisors maintain our tax and portfolio software to prepare tax returns, monitor investment accounts, and compile performance data for client reviews. Advisors will also become proficient in using our trading and servicing platform through our world-class investment custodian, Charles Schwab & Co.
Responsibilities:- Welcome and provide the best on-board experience to new clients and new client development
- Participate in client meetings and customize financial plans and solutions
- Individual Income Tax preparation and planning
- Integration of portfolios with tax planning strategies related to portfolio growth, tax consequences and efficient portfolio income distributions
- Recommend and manage client investment portfolios consistent with client objectives and suitability
- Monitor portfolio for changes in markets and client objectives
- Display confidence in retirement planning, wealth accumulation, IRC income withdrawal rules, and estate wealth transfers
Qualifications:- Bachelor’s Degree in Accounting, Finance, or related field
- Excellent interpersonal communication skills and motivation to grow new relationships
- Desire to become highly qualified in personal finance and investment management, in addition to individual tax preparation and tax planning integration.
- Understanding of financial markets, general investment securities, individual IRS tax codes
- Hold or willingness to obtain a series 65 and CFP certification, CPA certification a plus
Required Skills:- Excellent interpersonal communication skills
- Motivation to grow new relationships
- Understanding of financial markets and investment securities
Preferred Skills:
Hold or willingness to obtain a series 65 and CFP certificationCPA certification a plus
Pay range and compensation package:
- Competitive salary based on experience level
- Opportunity to participate in profit sharing 401(k) Retirement Plan or equivalent, with company match
- Group Health Insurance and Dental Insurance options
- Paid time off, vacation and holiday pay
- Firm partnership opportunities after 3 years
Equal Opportunity Statement: We are committed to diversity and inclusivity in our hiring practices and strive to create a workplace that reflects the communities we serve.
