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Hear why employees enjoy EIG...
TAX PLANNING ADVISOR
The Tax Planning Advisor will work directly with our wealth advisor teams to plan efficient tax strategies for our clients, research applicable tax issues and strategies as well as analyze and prepare U.S. Federal and State income tax returns. This role will also work with our clients and advise them through the tax preparation process. Please forward your resume to firstname.lastname@example.org or apply at MilwaukeeJobs.com.
The Insurance Associate will be responsible for coordinating the operational efforts of the insurance department. They will be focused on providing support for our EIG Client Care Teams while evaluating the insurance needs of their clients and prospects. Please forward your resume to email@example.com or apply at Milwaukee Jobs.com.
OPERATIONS ASSOCIATE - PEWAUKEE
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. For further consideration and to learn more about this extraordinary opportunity, please forward your resume to firstname.lastname@example.org.
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. For further consideration and to learn more about this extraordinary opportunity, please forward your resume to email@example.com.