The Administrative Specialist plays an integral part of our EIG team. This position provides primary support to our tax team and delivers an exceptional client experience. This position works directly with the tax team during tax season and will be responsible for managing the tax portal system, communicating with clients regarding the status of their returns, coordinating electronic and in-person signature collection, assisting with billing processes, and scanning and organizing tax documents. Outside of tax season, the position will provide administrative support while partnering with other departments across EIG teams. Additional responsibilities include supporting front desk operations, answering the main office phone line, preparing client materials and binders, coordinating client gifting initiatives, and assisting with various administrative projects as needed.

The ideal candidate is highly organized, detail oriented, has strong communication skills, and enjoys helping clients while keeping processes running smoothly.

This is a full-time, in-office position with a Monday through Friday schedule. We offer flexibility within the workday while maintaining regular office hours.

If you enjoy supporting a collaborative team, managing multiple priorities in a fast-paced environment and creating a seamless experience for clients, this may be the role for you.

To apply, ask questions, or learn more about this opportunity, please email your resume or inquiry to hr@ellenbecker.com.

The Compliance & Technology Associate plays a dual role in supporting the firm's compliance program and day-to-day technology operations. This position is responsible for assisting with regulatory filings, compliance monitoring, recordkeeping, policy administration, and employee compliance training while also serving as the first point of contact for internal technology support. This individual will coordinate employee onboarding and offboarding, maintain technology assets, provide end-user support, partner with external IT vendors, and help ensure the firm maintains strong compliance practices.

The ideal candidate is highly organized, detail-oriented, technically proficient, and enjoys solving problems. Experience within a Registered Investment Advisor (RIA), broker-dealer or financial institution preferred. 

To apply, ask questions, or learn more about this opportunity, please email your resume or inquiry to hr@ellenbecker.com.

The Tax Planning Associate is responsible for providing support to the Tax and Wealth Advisor teams to deliver extraordinary service to our clients.  This position works directly with emerging clients, identified financial planning clients, and will analyze and prepare annual tax returns. This role will partner with the Tax and Wealth Advisor teams to prepare for client tax review meetings including data gathering, report generation and follow up. This individual will meet with clients, review tax information, and minimize tax liabilities by implementing tax reduction strategies. 

Key factors of success will include creative thinking, individual initiative, ability to multi-task and adapt to change. The role is designed for a highly organized, analytical individual who is solution focused and has strong attention to detail.

To apply, ask questions, or learn more about this opportunity, please email your resume or inquiry to hr@ellenbecker.com.

At EIG, we know people are our greatest asset and what a difference it makes having the right team members. Do our Core Values speak to you? Do you think you'd be a great fit? If you'd like to learn more about working for Ellenbecker Investment Group but don't see a job listing that suits you, please reach out to hr@ellenbecker.com to start a conversation!

If you're interested in a career with Ellenbecker Investment Group, we encourage you to explore our website to see what sets us apart. Begin with our Core Values—principles like integrity, optimism, and gratitude—that guide not only how we serve clients but how we support one another as a team. Then, meet our talented professionals to get a sense of the collaborative, knowledgeable, and caring culture we’ve built. If our values resonate with you and you’re seeking a workplace where personal growth and meaningful impact go hand in hand, we’d love to hear from you.

The Wealth Advisor is the principal contact with the client. This individual will have a broad and deep understanding of sophisticated wealth management practices and investment strategies. The Wealth Advisor is responsible for maintaining the ongoing relationships and leading in the development of new client relationships. Outgoing individuals will excel in this highly-visible, client-focused position.

To apply, ask questions, or learn more about this opportunity, please email your resume or inquiry to hr@ellenbecker.com.

The Wealth Advisor Associate plays an integral part on our financial planning teams alongside a seasoned Advisor. This support role is designed for a professional and skilled individual who is a team player and enthusiastic about delivering extraordinary service to our clients. They are responsible for anticipating needs of both the Wealth Advisor and the client then follow it by providing exceptional assistance and an extraordinary client experience. 

To apply, ask questions, or learn more about this opportunity, please email your resume or inquiry to hr@ellenbecker.com.

The Operations Associate is responsible for working one-on-one with Investment Advisors and Investment Advisor Associates, their clients, and internal staff to provide exceptional client relationship support, service, and operational expertise. This individual will execute new account openings and transfer of assets for new and existing clients, and will be required to meet or exceed expectations as set forth by the Investment Advisor and the Director of Business Operations.

To apply, ask questions, or learn more about this opportunity, please email your resume or inquiry to hr@ellenbecker.com .