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Michels Corp Associate Investment Advisor in Milwaukee, United States

Associate Investment Advisor

Location: Milwaukee, WI-US

Division: Corporate Support

Employment duration: Full time

Employee Referral Bonus: Tier 2

Description

Improving America’s infrastructure isn’t for the weak. It takes grit, determination and hard work to execute high impact projects. Michels Corporation engages 8,000 people and 14,000 pieces of heavy equipment in our insatiable drive to be the best. Our work improves lives. Find out how a career as an Associate Investment Advisor can change yours.

As an Associate Investment Advisor, your key responsibilities will be to assist the Chief Investment Officer and executive members with their investments and financial planning. Overriding goal will be to team up with the CIO, to gain trust within the organization as we continue to grow.

Why Michels?

  • We are consistently ranked among the top 10% of Engineering News-Record’s Top 400 Contractors

  • Our steady, strategic growth revolves around a commitment to quality

  • We are family owned and operated

  • We invest an average of $5,000 per employee on training each year

  • We reward hard work and dedication with limitless opportunities

  • We believe it is everyone’s responsibility to promote safety, regardless of job titles.

Why you?

  • You thrive in fast-paced environments under tight deadlines

  • You relish new challenges and evolving technology

  • You enjoy collaborating and communicating with your teammates

  • You like to know your efforts are noticed and appreciated

  • You thrive in monitoring equity trading positions, equities and portfolios

  • You enjoy reviewing and vetting alternative investment options

What it takes:

  • 3-5 years’ experience in financial planning

  • Bachelor’s degree in Business or Finance preferred

  • Specialized training

  • CFA, CFP or CPA designations desired

  • Proficient in MS Office Suite

AA/EOE/M/W/Vet/Disability

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