Investment Portfolio Manager jobs in Madison, WI

Milestone Investment Advisors, LLC is a boutique fee-only investment advisory firm with approximately $800 million of AUM, located in Middleton, Wisconsin. The firm was formed in 2013 by three long-term colleagues, and today we provide investment advisory and financial planning services for nearly 400 families throughout the country.

We are seeking an industry professional who is interested in working on a team serving our existing clients. No client development will be required. For the right individual, this position will provide tremendous growth opportunities and will play an important role in our succession plan over the next few years.

Qualifications

The Ideal candidate should hold a CFP certification or similar designation with 5-8 years of industry experience.

If your present circumstances are not aligned with your career advancement goals, please forward your resume to angel@milestoneia.com. We would welcome an opportunity to connect with you to explore the potential of this position.

The pay is commensurate with the experience and qualification required for the job.

Job Types: Full-time, Permanent

Pay: $75,000.00 - $120,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Life insurance
• Paid time off
• Retirement plan

Weekly schedule:

• Monday to Friday

Work setting:

• In-person
• Office

Ability to Relocate:

• Middleton, WI 53562: Relocate before starting work (Required)

Work Location: In person