Join Our Team as a Financial Advisory Manager

Location: Wisconsin, United States
Job Types: Full Time
Timing/Shifts: 5.5 Day Week

UP TO $ 12,500 / month

We are excited to announce an exceptional career opportunity as a Financial Advisory Manager at Baker Tilly Virchow Krause, LLP. This position offers a unique chance to leverage your expertise and take an influential role in guiding our clients through complex financial decisions and challenges.

About Baker Tilly Virchow Krause, LLP:

Baker Tilly is a leading advisory, tax, and assurance firm helping businesses and individuals with financial management, consulting, and accounting services. Our commitment to excellence and client success sets us apart in the market.

Position Overview:

As a Financial Advisory Manager, you will have the opportunity to oversee a team of professionals to provide comprehensive financial advisory services to our clients. You will be responsible for developing and executing strategies, managing client relationships, and facilitating financial decision-making processes.

Key Responsibilities:

Lead and manage financial advisory engagements
Provide strategic financial planning guidance
Develop and maintain client relationships
Contribute to business development initiatives
Stay updated with industry trends and best practices

Qualifications:

Bachelor's degree in Finance, Accounting, or related field
Professional certification such as CFA, CPA, or CFP is preferred
Minimum of 5 years of financial advisory experience
Strong analytical and problem-solving skills
Excellent communication and leadership abilities

Why Join Us:

At Baker Tilly, we foster a collaborative and dynamic work environment where professionals are empowered to grow, learn, and lead. You will have access to continuous learning opportunities, competitive compensation, and a comprehensive benefits package.

If you are driven by a passion for delivering exceptional client service and wish to work in a leading organization that encourages innovation and professional development, we encourage you to apply for this outstanding opportunity.

Join Baker Tilly and make a meaningful impact in the world of financial advisory today.