Hybrid
Milwaukee, WI
Hot
Published - 01/07/2026
Vice President - Wealth Management Advisory
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Skills
- CFP
- CFA
- Series 7
- Financial Planners
- Financial Planning
- Financial Advisory
- Family Office
- High Net Worth Individuals
- Relationship Management
- Verbal Communication
- Business Development
- Interpersonal Skills
- Portfolio Management
- Financial Services
- Wealth Management
- Deadline Oriented
- Microsoft Office
- Risk Management
- Life Insurance
- Team Building
- Communication
- Leadership
- Management
- PowerPoint
- Organized
- Marketing
- Insurance
- Planning
- Business
- Balance
- Sales
- Excel
- Word
- CRM
- LLC
- Building Relationships
- Access
- CFP
- CFA
- Series 7
- Financial Planners
- Financial Planning
- Financial Advisory
- Family Office
- High Net Worth Individuals
- Relationship Management
- Verbal Communication
- Business Development
- Interpersonal Skills
- Portfolio Management
- Financial Services
- Wealth Management
- Deadline Oriented
- Microsoft Office
- Risk Management
- Life Insurance
- Team Building
- Communication
- Leadership
- Management
- PowerPoint
- Organized
- Marketing
- Insurance
- Planning
- Business
- Balance
- Sales
- Excel
- Word
- CRM
- LLC
- Building Relationships
- Access
Position Overview
Join a leading wealth management advisory firm managing over $32.6 billion in assets, dedicated to serving high net worth individuals. We cultivate an inclusive workplace where associates are encouraged to develop their skills, embrace new challenges, and advance their professional careers.
The Vice President role offers an opportunity to provide comprehensive client services while supporting senior leadership in managing and expanding business through referral networks, marketing initiatives, and centers of influence. This position plays a key role in leading and developing advisor teams, fostering collaboration across portfolio management, operations, and financial planning to enhance client relationships.
Key Responsibilities
- Service a designated number of clients
- Generate business through referral networks, marketing initiatives, centers of influence (COIs), and client referrals
- Maintain and expand assigned territory within referral network
- Assess, monitor, and report key business continuity and new business indicators to Senior VP and/or Regional Director
- Collaborate with internal teams including portfolio management, operations, and financial planning to enhance client relationships
- Follow up with clients and document interactions and workflows in contact management system
- Participate in firm initiatives to develop services, build relationships, support business development and client retention
- Stay current with regulatory requirements, financial services, and other relevant information
- Assist Senior VP and Regional Director with professional development of wealth advisors
- Adhere to company policies and procedures focusing on consistency, quality, and compliance
- Perform additional duties as necessary to achieve business development and client retention objectives
Required Qualifications
- Undergraduate degree, preferably in a business-related major
- 5-10 years of relationship management or sales experience within financial services
- Certified Financial Planner (CFP) designation
- Extensive knowledge of financial, investment, and risk management concepts
- Excellent written and verbal communication skills
- Strong interpersonal skills with ability to work collaboratively
- Reliable, organized, and goal-oriented
- Demonstrated leadership capabilities
- Ability to work independently and exercise discretion without immediate supervision
- Ability to multitask under pressure and prioritize workflow in a deadline-oriented environment
- Proficiency with CRM software and Microsoft Office (Word, Excel, PowerPoint, Outlook)
Compensation & Benefits
- 11 paid holidays
- 3 weeks paid time off (PTO)
- Paid volunteer time
- Flexible work schedule
- Highly subsidized health, dental, and vision plans
- 401(k) retirement account with company match contributions
- Free mental health services, life insurance, long and short-term disability insurance
- Flexible spending accounts and health savings accounts
- Employee financial education
- Employee educational expense reimbursement
- Employee charitable donations
- Employee referral incentives
- Employee team building activities
- Employee assistance program
- Complimentary food and snacks