Hiring: Private Client Advisor - Milwaukee Company: F.L.Putnam Investment Management Company Location: Milwaukee, WI Job Posted Time: 2026-09-10 07:39:39 Target Skills & Keywords : Salesforce About the job Experience: •7+ years of equivalent experience as a financial planner and client advisor Required Skills: •Originate, manage, and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing comprehensive advice, and developing thoughtful financial planning solutions while delivering an exceptional client experience •Oversee the implementation of financial planning recommendations •Manage client relationships as part of a team (partnering with an Investment Advisor) while identifying and exceeding client expectations by delivering the value proposition of the firm •Contribute to firm growth through participation in new business presentations across our referral channels and through excellent ongoing client service that elicits referrals from existing clients •Engage with the firm's strategic planning process and contribute to business advancement initiatives through participation in our Financial Planning Committee and other working groups •Contribute in every way to advancing the goals and objectives of FLP •Use internal technology as well as Salesforce CRM and eMoney to meet client service requirements Qualifications: •CFP® professional designation and bachelor's degree required •Dynamic and credible professional who communicates with clarity and has exceptional presentation skills •Highly versed with all facets of financial planning and client relationship management experience •Demonstrated capacity to work collaboratively with others as part of a team •Strong community presence with an established network in the Milwaukee, Wisconsin market •Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!