Financial Advisor-Tax Manager

*Affiliated Financial Advisors, Inc.
* 2600 N.
Mayfair Rd.
Ste 200 Milwaukee, WI 53226 (414) 476-4999 / (414) 476-4889 fax *Contact:* George M.
Schmidley, President/Sr.
Partner Email: GSchmidley@AffiliatedFA.
com *Position: Financial Advisor-Tax Manager* *About Our Company:* Affiliated Financial Advisors Inc.
is a registered investment advisor and wealth planning firm.
Our mission is to provide our clients with trustworthy investment services integrated with tax preparation and tax planning in a collaborative, engaging environment.
We coordinate our clients’ finances through their various stages of life, from accumulation to retirement, and work generationally with families offering counsel on estate and trust planning.
Our firm is dedicated to the support and growth of our employees and clients, advising with integrity for over 35 years as a fee-based fiduciary.
*Career Opportunity Summary:* Bring your client focused resourcefulness, and collaborative engagement skills to the role of Financial Advisor-Tax Manager.
Lead AFA’s tax practice while providing investment management services to our firm’s clientele, nurturing existing client relationships and growth through referrals.
Our supportive culture provides ongoing training and mentorship, as you learn to identify tax planning and investment opportunities and recognize tax-efficient investment strategies using a solutions-oriented process.
Responsibilities include investment analysis, portfolio construction, allocation and performance monitoring, addressing changes to investment objectives, and all aspects of account servicing.
You will maintain our tax and portfolio software, prepare tax returns, monitor investment accounts, and compile/analyze performance data for client reviews.
Use the resources of our world class investment custodian, Charles Schwab, and your dedication to guide clients toward their financial goals with the highest degree of integrity and exceed customer expectations.
*Qualifications:* * Bachelor’s degree in accounting, finance, or related field * Outgoing and engaging listener with the skills and motivation to empathize with each unique client’s life and financial goals * A motivated self-starter committed to personal growth and development to become a highly qualified, trusted financial advisor, tax preparer and planner * Ability to work collaboratively within a process and think creatively to implement change and continuous improvement * Understand financial markets, general investment securities and individual IRS tax codes * Hold or willingness to obtain a series 65 and CFP certification * IRS Enrolled Agent, CPA (or aspiring, a plus) *Responsibilities:* * Meet with clients and customize financial plans and solutions * Participate in all aspects of account servicing * Prepare individual income tax returns * Integrate client portfolios with tax planning strategies geared toward portfolio growth, tax consequences and efficient portfolio income distributions * Recommend and manage client investment portfolios consistent with client objectives and suitability * Monitor portfolio for changes in markets and client objectives * Demonstrate competence and confidence in retirement planning, wealth accumulation, IRC income withdrawal rules, and estate wealth transfers *Benefits:* * A stable investment practice, anchored in our local community * A dedicated practice of supportive coworkers * A positive culture focused on relationships * Competitive salary based on experience * Opportunity to participate in profit sharing * 401(k) Retirement Plan or equivalent, with company match * Group Health Insurance and Dental Insurance options * Paid time off, vacation and holiday pay * Firm partnership opportunities after 3 years Job Type: Full-time Benefits: * 401(k) matching * Dental insurance * Health insurance * Paid time off * Vision insurance Work Location: In person