Associate Wealth Advisor (Financial Planning)

hirify.globalss="location">Location: Milwaukee, Wisconsin, United States

hirify.globalss="company-description">Company

hirify.global is a national professional services firm providing wealth advisory, digital, audit, tax, consulting, and outsourcing services.

hirify.globalss="what-you-will-do">What you will do

• Build end-to-end financial plans covering retirement, cash flow, insurance, estate, tax, and investment strategies.
• Use modeling, scenario analysis, and stress testing to turn complex financial data into actionable recommendations.
• Analyze investment and insurance information to support goal-aligned planning and portfolio oversight.
• Partner with Wealth Advisors and Senior Wealth Advisors to prepare accurate, polished plans for client meetings.
• Identify improvements to planning efficiency, accuracy, scalability, and advisor-facing workflows.
• Use modern planning software and emerging technology to streamline work.

hirify.globalss="requirements">Requirements

• Bachelor’s degree in Accounting, Finance, or a related field is required; relevant experience, education, and training may be considered in lieu of the degree.
• Experience is not required; one year of experience is preferred.
• FINRA Series 65 or 66 certification is required.
• New hires who do not obtain Series 65 within 180 days, or who fail after three attempts, may have their employment terminated.

hirify.globalss="culture-benefits">Culture & Benefits

• Full-time employment within a national professional services firm.
• Benefits include health, dental, and vision coverage.
• 401(k) and additional wellness benefits are provided.
• Internal collaboration includes Principals, Directors, Senior Wealth Advisors, Wealth Advisors, and Associate Wealth Advisors.