Financial Inclusion Manager Jobs in Pewaukee, WI

As a Wealth Portfolio Manager II, you'll be at the heart of our client-first culture, delivering insightful investment advice and portfolio management solutions for high-net-worth clients. In close partnership with our Wealth Advisor team, you’ll build trust and make a positive impact by guiding clients through their financial journeys.

We value integrity and put our clients’ needs first. You’ll have the opportunity to manage moderately complex client relationships, demonstrating growing independence and accountability. Our collaborative and caring environment empowers you to develop tailored investment strategies, construct disciplined portfolios, and engage proactively with clients ensuring their goals are met and their confidence is strengthened.

At JFG, our commitment to compassionate service and ethical values sets us apart. You’ll integrate investment advice with holistic financial planning, working alongside wonderful colleagues who genuinely care about making a difference. Through structured discovery, ongoing oversight, and seamless coordination with internal partners, you’ll help clients realize their aspirations while advancing your career within a team that celebrates integrity, empathy, and excellence.

Key Responsibilities

• Work closely with the Wealth Advisor to thoughtfully uncover each client's unique goals, risk tolerance, time horizons, and planning needs, ensuring tailored investment guidance that puts the client first.
• Collaborate as a team to assess high-net-worth and PCS prospect needs, aligning investment solutions that support new opportunities and foster long-term relationships.
• Deliver a compassionate, client-centric experience that integrates investment advice with broader financial planning, always upholding the values of the JFG Way.
• Provide proactive, clear communication about investment strategy and market conditions, anticipate client questions, and offer timely education and support that builds confidence and trust.

• Partner with the Wealth Advisor team to proactively retain and grow client relationships by aligning solutions to client needs and supporting business development goals through collaborative efforts.
• Act as a trusted representative of the organization in client, community, and industry settings, building credibility and advancing opportunities through expertise, teamwork, and a client-centric approach.

• Work collaboratively across Wealth Advisor, Financial Planning, Private Client Banking, and investment specialist teams to deliver seamless, client-centered solutions, supporting account administration and ensuring comprehensive service.

• Design and implement tailored investment strategies that honor each client’s unique goals, risk profile, and evolving needs for an assigned book of business with moderate complexity, ensuring clear communication and seamless ongoing support.
• Work collaboratively across teams to monitor portfolios for performance, tax efficiency, liquidity, and market trends, recommending thoughtful adjustments and maintaining regulatory excellence.
• Foster trusted client relationships by proactively aligning solutions, managing complex financial matters with clarity and care, and advancing opportunities through teamwork and a client-centric approach.

• Consistently adhere to internal policies, supervisory standards, and regulatory requirements by accurately maintaining client documentation and proactively identifying and mitigating portfolio and operational risks, escalating concerns as needed.

Qualifications

• Bachelor’s Degree and minimum 4–6 years of experience in wealth management, portfolio strategy, or investment advisory supporting HNW client relationships.
• Series 65/66 or IA equivalent.
• Professional certifications such as CFA®, CFP®, CTFA®, ChFC® encouraged.
• Strong grasp of investment principles, asset allocation, capital markets, and risk management. Knowledge of trusts, qualified plans, and business succession concepts preferred.

• Proven ability to manage client relationships in a consultative role with autonomy, collaborate with internal teams, and oversee portfolio construction and investment strategies.

• Excellent communication skills; ability to explain investment concepts clearly and confidently.
• High professionalism, attention to detail, ethical judgment, and ability to manage competing priorities while maintaining documentation discipline.

Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.