Financial Planner/Wealth Manager

Immediately
Shakespeare Wealth Management, Inc.
KEVIN REARDON
N22W27847 EDGEWATER DRIVE Ste 101 PEWAUKEE, WI 53072 Phone: 2628141600 Fax: 2628141600
Kevin@shakespearewm.com
Email
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Job Description & Needed Skills:

Shakespeare Wealth Management, Inc. is a Registered Investment Advisor in Pewaukee, WI. We work with high net-worth individuals providing comprehensive financial planning. We are looking to add an experienced financial planner/wealth manager to our team.
 
In this role, you will serve as the primary adviser for certain clients and the backup adviser for other clients. You'll be responsible for formulating a financial plan, providing written recommendations, and managing the ongoing client relationship. Follow-up and implementation of your recommendations is critical. On an ongoing basis, you will be responsible for maintaining client information within our CRM and financial planning software, pro-actively following up with clients to makes sure their needs are met, tasks completed, etc.. You'll be an active member of our Investment Committee and take on other responsibilities based on your skillset and interests. Contributing to Shakespeare's team culture is important. 

Minimum Qualifications:

  • Certified Financial Planner, CFP®
  • Series 65/66 Licensed
  • 5 Yrs minimum experience providing financial planning advice

Strengths/Characteristics:

  • Analytical Detail Orientated
  • Strong Follow-up Organized
  • Personable Strong Communication Skills

Send Resumes to: Kevin@Shakespearewm.com.