Wealth Management Associate
Vantage Point Private Wealth, Madison, WI, United States
Overview
Vantage Point Private Wealth in Madison WI is looking to add a Wealth Management Associate to our team.
Who we are
Vantage Point Private Wealth is an independent wealth management firm built to help clients make better financial decisions. We provide comprehensive planning that extends beyond investments, focusing on Asset and Liability Management, Cash Flow Planning, Risk and Tax Management, and Legacy Planning in collaboration with our client’s CPAs and attorneys.
Responsibilities
Work closely with senior advisors to support client planning and preparation
Update and create in-depth financial plans and investment reports
Collaborate with the advisory team on client service and follow-up items
Work with our various partners outside of Vantage Point
Qualifications
Be a strategic thinker with a strong interest in wealth management
Have excellent communication skills and a growth mindset
Have a minimum of one year experience working in the wealth management or finance industry
Be motivated to learn from experienced advisors and grow within an open architecture, independent firm environment
Aspiring or already hold the CFP® designation
Series 7 and Series 66 preferred
Offices
Madison, WI and Walnut Creek, CA (Hiring full time in the Madison, WI office)
How to contact us
Email aaron@vppwealth.com with your resume and a brief description of what makes you a qualified candidate based on the above
Learn more about Vantage Point Private Wealth at www.vppwealth.com
#J-18808-Ljbffr
Vantage Point Private Wealth in Madison WI is looking to add a Wealth Management Associate to our team.
Who we are
Vantage Point Private Wealth is an independent wealth management firm built to help clients make better financial decisions. We provide comprehensive planning that extends beyond investments, focusing on Asset and Liability Management, Cash Flow Planning, Risk and Tax Management, and Legacy Planning in collaboration with our client’s CPAs and attorneys.
Responsibilities
Work closely with senior advisors to support client planning and preparation
Update and create in-depth financial plans and investment reports
Collaborate with the advisory team on client service and follow-up items
Work with our various partners outside of Vantage Point
Qualifications
Be a strategic thinker with a strong interest in wealth management
Have excellent communication skills and a growth mindset
Have a minimum of one year experience working in the wealth management or finance industry
Be motivated to learn from experienced advisors and grow within an open architecture, independent firm environment
Aspiring or already hold the CFP® designation
Series 7 and Series 66 preferred
Offices
Madison, WI and Walnut Creek, CA (Hiring full time in the Madison, WI office)
How to contact us
Email aaron@vppwealth.com with your resume and a brief description of what makes you a qualified candidate based on the above
Learn more about Vantage Point Private Wealth at www.vppwealth.com
#J-18808-Ljbffr