Looking to make a significant impact in wealth management? Claire Myers Consulting is partnering with a dynamic, boutique wealth management firm in Milwaukee, seeking a Lead Financial Advisor. This firm is dedicated to empowering clients with personalized financial planning, investment advisory, education funding, holistic wealth management, retirement planning, and risk management. Key Responsibilities: -Main contact for established clients -Implement risk and investment strategies -Conduct regular client meetings -Grow assets under management and develop new revenue Qualifications: -5+ years of financial advising experience -Series 7, 66/63, and State Life & Health licenses (or obtain within 120 days) -Preferred: CFP, CFA, CPA, J.D. Compensation: $85K-125K base salary + bonuses, benefits, and profit sharing Ready to help clients achieve their financial dreams? Apply now! https://lnkd.in/g6ESq4cP #WealthManagement #FinanceJobs #Hiring #careeropportunity #CareerGrowth #ClaireMyersConsulting #Jobs #NowHiring #JobSearch
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Advise yourself as you've advised your clients In a room full of financial planners, the question is "who here insists on a third-party valuation of the business before they develop a retirement plan?" Surprisingly few hands are raised Business valuation is an area where I strongly recommend hiring a skilled professional. Thanks to our partners at John Hancock Investment Management for working with the Exit Planning Institute to produce this thoughtful guide to EXIT PLANNING --- Judy Stevenson, Paul Citarell, CIMA, Brian E. Parker
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More than a third of financial advisors will retire in the next decade, creating a headcount problem for the industry. Check out Financial Planning’s recent coverage on some of the talent retention and recruitment issues facing wealth managers. #financialadvisors #wealthmanagement #financialplanning
How wealth managers are retaining top talent
financial-planning.com
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pDeciding whether to hire a finance advisor can be as crucial as the financial goals you aim to achieve. A finance advisor tailors strategies for wealth growth, risk management, and retirement planning. This guide demystifies their role, provides insight into different advisor types, and gives practical advice on selecting the best advisor for your needs …/p p class="read-more" a class="ast-button" href="https://lnkd.in/eDQzGJtX" span class="screen-reader-text"5 Key Benefits of Hiring a Finance Advisor for Your Financial Goals/span Read More »/a/p pThe post a rel="nofollow" href="https://lnkd.in/eDQzGJtX"5 Key Benefits of Hiring a Finance Advisor for Your Financial Goals/a appeared first on a rel="nofollow" href="https://lnkd.in/e7UhQyyJ"Investment Fraud Lawyers/a./p
5 Key Benefits of Hiring a Finance Advisor for Your Financial Goals
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Maili Wong has contributed to a new article in The Globe and Mail, discussing what the wealth management industry is looking for when hiring new advisors. Here's what Maili had to say: "Today, as clients seek holistic solutions to their complex financial situations – such as second or third marriages, extended families and successful businesses – wealth management firms are looking for critical thinkers who can come up with the best strategies." Click below to read the full article: #grads #wealthmanagment #finance #futureadvisors #advice https://lnkd.in/gvatykGY
From grads to future advisors? Here’s what the next generation of wealth professionals should know
theglobeandmail.com
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What skills will new grads need to be successful in #wealthmanagement as #AI becomes more prevalent? Critical thinking and team-based #emotional intelligence will be key, from my perspective. As high net worth clients seek holistic solutions to their complex financial situations – such as second or third marriages, extended families and successful businesses – wealth management firms are looking for critical thinkers who can come up with the best strategies. Knowing how to work within a team has also become a must-have skill for advisors, now and going forward. Read this article from The Globe and Mail Globe Advisor by Marjo Johne for more insights on how #newgrads can adapt skills for the future of wealth management. Wellington-Altus The Wong Group at Wellington-Altus Private Wealth
Maili Wong has contributed to a new article in The Globe and Mail, discussing what the wealth management industry is looking for when hiring new advisors. Here's what Maili had to say: "Today, as clients seek holistic solutions to their complex financial situations – such as second or third marriages, extended families and successful businesses – wealth management firms are looking for critical thinkers who can come up with the best strategies." Click below to read the full article: #grads #wealthmanagment #finance #futureadvisors #advice https://lnkd.in/gvatykGY
From grads to future advisors? Here’s what the next generation of wealth professionals should know
theglobeandmail.com
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By delivering value beyond the numbers to their clients, #financialadvisors can not only stand out in this crowded marketplace but also address a very important qualitative need in a world ruled by money.
Senior Wealth Advisor - OceanFront Wealth Inc. Portfolio Manager - OceanFront Investment Counsel Inc.
The Genesis of Wealth Management: A Journey from the Womb Before you jump to conclusions, no, this isn't an announcement that we're expecting a new addition to the family—unless you count the revolutionary ideas I’m using to reshape the advisory world. In the realm of wealth management, we often dissect the technicalities of asset allocation, risk assessment, and financial planning. Yet, the philosophy championed by David Kruger, author of The Secret Language of Money, nudges us to venture deeper, exploring the premise that our financial dispositions are ingrained from the earliest stages of our existence—right from the womb. It's not just about the data, the portfolio, or the tax planning. It's about diving deep into the essence of our financial beings, understanding that our earliest, most formative experiences shape our behaviour and attitudes towards money in ways we're barely conscious of. In my consultations, this means moving beyond traditional metrics and questionnaires. I strive to understand the personal narratives, values, and subconscious influences that drive an individual’s financial decisions. This holistic approach enables me to craft wealth management plans that are not just about growth and preservation but are also attuned to the individual stories and values of each individual and family.
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Managing personal wealth presents unique and substantial obstacles for C-Suite executives. The pressure of preparing for the future while balancing risk and growth add stress to the already complex world of investing and financing. A recent Forbes report notes 5 distinct financial challenges for C-Suite execs: 1. Balancing cashflow and equity compensation across a range of intricate caches 2. Structuring current and deferred compensation to optimize cashflow 3. Organizing a tax realization schedule to minimize fiscal or legal costs 4. Diversifying portfolios to decrease concentration risk for equity compensation 5. Scheduling and evaluating sale of company stock through appropriate processes and timelines A seasoned Financial Advisor can assist C-Suite executives and provide insight to simplify complex wealth management challenges. Reach out to my team or read more below:
Forbes Insights: The C-Suite’s Five Unique Wealth Management Challenges—And How To Address Them
social-www.forbes.com
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🔍 What role do CPAs play in wealth management? In today's financial landscape, the partnership between CPAs and wealth management advisors is more crucial than ever. While CPAs are known for their tax expertise, their role in holistic financial planning is equally significant. Why CPAs Should be at the Wealth Management Table 🤝 Gone are the days when financial planning focused solely on tax implications. Today's clients seek comprehensive solutions covering investment strategies, retirement, estate planning, and risk management. CPAs, with their deep understanding of their clients' financial circumstances, are uniquely positioned to provide strategic guidance across these domains. Benefits of Involving CPAs in Wealth Management 📊 One primary benefit is the trust and confidence CPAs inspire in their clients. By actively participating in wealth management discussions, they reinforce their commitment to their clients' financial success. Seizing Income Opportunities 💸 Actively involving CPAs in wealth management discussions can lead to significant income opportunities for both parties. At Pinnacle Advisors, we offer a unique incentive program that compensates CPAs for their contributions to wealth management meetings. In Conclusion CPAs play a vital role in the wealth management process, offering invaluable insights and guidance. By actively participating in wealth management discussions, CPAs can enhance their value proposition while maximizing income opportunities. Let's discuss how we can collaborate to maximize your financial success! 🚀 https://lnkd.in/gC_C7Gnf
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💡Why should financial advisors / firms be hiring the next-gen? (Coming from someone who is part of that next-gen) Josh Welsh | InvestmentNews wrote a fantastic article recently that I was able to contribute to. 🟢 Client Service: like I’ve said before, this is a relationship business. Those clients that have put their trust in you to manage their life savings and guide them through life’s challenges- who will be there to guide them now? Clients are like family to us. Having next-gen advisors as part of your practice can create a natural continuation of the same excellent service clients are used to. 🟢 Business Continuity: does your business survive after you decide to hang it up? For advisors who spend their entire lives building their business, having it cease to exist when they can no longer work is a harsh reality. Putting in the work to find next-gen advisors who fit your unique business model makes internal succession a possibility. Great to see contributions from another NextGen leader, Jack Heintzelman, CFP®, CPWA® included as well- education and growth are KEY to supporting the next-gen. #nextgen #financialplanning
It's back to school for advisors
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If you're looking for a move in the Wealth Management sector, and are sick of being "shoehorned" into roles that don't work for you, Amy is ready and waiting to have a chat about your next steps. Our consultants provide a tailored search for the new position that suits YOUR needs best, not the other way round. Well done for this fabulous review, Amy. Another great job done ⭐ #wealthmanagement #financialservices #financialplanner #financialadviser #wealthadvisor #paraplanner #ifaadministrator #pensionsadvisor #ifaadministrator AMY HARRIS
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