What are the responsibilities and job description for the Wealth Management Associate position at Vantage Point Private Wealth?
Vantage Point Private Wealth in Madison WI is looking to add a Wealth Management Associate to our team.
Who we are:
Vantage Point Private Wealth is an independent wealth management firm built to help clients make better financial decisions. We provide comprehensive planning that extends beyond investments, focusing on Asset and Liability Management, Cash Flow Planning, Risk and Tax Management, and Legacy Planning in collaboration with our client’s CPAs and attorneys.
We are seeking a Wealth Management Associate who will:
- Work closely with senior advisors to support client planning and preparation
- Update and create in-depth financial plans and investment reports
- Deliver a high-touch, personalized client experience
- Collaborate with the advisory team on client service and follow-up items
- Work with our various partners outside of Vantage Point
The ideal candidate will:
- Be a strategic thinker with a strong interest in wealth management
- Have excellent communication skills and a growth mindset
- Have a minimum of one year experience working in the wealth management or finance industry
- Be motivated to learn from experienced advisors and grow within an open architecture, independent firm environment
- Aspiring or already hold the CFP® designation
- Series 7 and Series 66 preferred
Offices:
- Madison, WI and Walnut Creek, CA (Hiring full time in the Madison, WI office)
How to contact us:
- Email aaron@vppwealth.com with your resume and a brief description of what makes you a qualified candidate based on the above
- Learn more about Vantage Point Private Wealth at www.vppwealth.com