Careers

The Client Relations Specialist position is responsible for ensuring our clients, partners and employees have a positive first impression and ongoing experience in-person and on the phone. The role is designed for a highly organized individual who is comfortable working in a very fast-paced, client-focused and fluid office environment. Key factors of success in this position will include being detail oriented, having a refined ability to multi-task, and the ability to adapt to change. This person will also work with other departments to perform administrative and project support. If you are looking for a collaborative team environment and want to learn more about this opportunity, please email hr@ellenbecker.com.

As an EIG Tax Advisor, no two days are the same. This position works directly with our Wealth Advisor Teams to plan efficient tax strategies for our clients.  The Tax Advisor will be responsible for evaluating opportunities for tax planning and preparation workflow efficiencies as well as finding solutions to meet the needs of our clients. To succeed, you need to be creative and analytical; dynamic and collaborative; a strategic thinker and possess a consistent passion to learn. This position will challenge you to provide the highest level of tax planning expertise to our clients, as well as prepare annual tax returns. For further consideration and to learn more about this extraordinary opportunity, please forward your resume to hr@ellenbecker.com.

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 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. For further consideration and to learn more about this extraordinary opportunity, please forward your resume 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. For further consideration and to learn more about this extraordinary opportunity, please forward your resume to hr@ellenbecker.com.

At EIG, we know people are our greatest asset and what a difference it makes having the right people on our team. 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!