WestPoint Financial Group · 1 day ago
Financial Planning Associate
Milwaukee, WI
Full-time
Onsite
Entry Level
$60K/yr - $80K/yr
2+ years expRoell Capital Management is a Milwaukee fee-based advisory firm focused on integrated investment management and advanced financial planning. They are seeking a Financial Planning Associate to support the delivery of planning work by gathering client data, building financial plans, and ensuring effective follow-through on client actions.
AdviceFinanceFinancial ServicesImpact Investing
Responsibilities
Gather, organize, and input client data into financial planning software
Support the development and refinement of financial plans, including analysis using Monte Carlo simulations and other what-if scenarios
Perform scenario modeling, including: Roth conversion strategies, NUA vs. rollover analysis, ESPP, ISO, and NSO strategies, Sequence-of-returns stress testing, Social Security and pension optimization, Asset location analysis
Maintain detailed notes of client correspondence, planning assumptions, and required follow-up actions
Qualification
Required
Bachelor's degree in Financial Planning, Finance, Accounting, or a related field
Strong grasp of financial planning fundamentals
Strong technology skills, including proficiency with Microsoft Office
Clear written communication and the ability to explain complex concepts simply
Preferred
CFP® certification completed or in progress
Two or more years of experience in financial services
Experience with financial planning software (RightCapital and/or eMoney)
Familiarity with: Tax return review (Schedules 1–3, D, E, QBI, NIIT)
Familiarity with: Estate planning documents (wills, powers of attorney, revocable trusts; basic ILIT concepts)
Benefits
Paid Holidays and PTO
Comprehensive benefits package
Retirement plan with employer match
Health, dental, and vision insurance
Life and disability insurance
Professional development support, including exam fees, continuing education, professional dues, and conference attendance
Onsite company-paid underground parking
Company
WestPoint Financial Group
WestPoint Financial Group provides investment advisory and financial planning services to associates to achieve personal and business goals.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Greg McRoberts
Managing Partner
John Greene
Chief Growth Officer
Company data provided by crunchbase