Associate Financial Advisor
Baird · Milwaukee, Wisconsin, US
The Associate Financial Advisor role partners closely with advisors to help grow and service a strategic client base, with areas of focus that may include fi...
Job description
About the Role: The Associate Financial Advisor role partners closely with advisors to help grow and service a strategic client base, with areas of focus that may include financial planning, portfolio construction and analysis, and investment research. The DDK Group is a highly motivated, service-oriented team serving a select group of ultra-high-net-worth families nationwide. Their culture is grounded in a service above self philosophy, collaborative teamwork, and open, honest communication. Providing comprehensive wealth management services including strategic asset allocation, portfolio monitoring, financial and tax planning, retirement and education planning, estate and insurance planning, and charitable strategies. They are seeking a thoughtful, self aware professional who shares the team’s commitment to putting clients first and contributing positively to a high-performing team culture. The Impact You’ll Make: Review, research and analyze data to create customized, annual financial plans for clients. Deliver the financial plan to clients in partnership with the team. Connect with next generation clients through planning. Provide or lead financial education, such as long-term...