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Career Opportunities at Advisors Management Group

Advisors Management Group, Inc is looking for talented individuals who are passionate about serving the client – putting people before profit. Whether you are new to the financial industry or if you are unhappy with your current firm, you could be a perfect fit at AMG! At AMG, you will experience the challenges, rewards, and opportunities of working for a fiduciary financial firm.

Advisors Management Group provides investment advisoryfinancial planning, business consulting, accounting, tax planning, and tax preparation for individuals and small businesses. Our professional staff collaboratively serves clients nationwide through several offices in Wisconsin, including La Crosse, Eau Claire, and Green Bay.

As fiduciaries, it is our legal obligation to act in the best interest of our clients at all times. Our recommendations are not based on commissions or quotas. 

Current Openings

Click on the position title to view the full details of the open position. 

  • We are seeking someone who is forward thinking and proactive, providing advice to clients to better improve their overall tax and financial situation. This person will be working with our existing tax base and will be expected to grow the office by referring tax clients to our investment advisory or business consulting lines of business. 

    Duties will include:

    • Tax preparation for both individuals and small businesses
    • Interview tax clients to collect information
    • Review prepared tax returns with clients
    • Prepare amendments as needed
    • Work with our financial planning team providing tax projections and other tax advice
    • Refer tax clients to AMG’s other lines of business

    Preference will be given to those that have at least five years of tax preparation experience. A four-year degree is a plus. While, not required the EA designation is preferred.

    Advisors Management Group, Inc is an employee owned company, where your hard work will directly impact your financial future. We provide the following compensation package:

    • A salary based on your experience and is impacted by your performance
    • Employee Stock Ownership Program (ESOP)
    • 401(K) with 3% non-elective company contribution
    • Profit-sharing, up to 22% of income depending on company results
    • Health, dental, vision and life insurance
    • Paid vacation
  • We are seeking a dynamic, self-starter to fill a position as an Investment Advisor Representative in our Eau Claire office. As a fiduciary we are looking for someone with high moral character that wants to help people by putting the client’s interest first.

    We are looking for someone who will be able to work independently, with client service as a top priority. This person will be working with an existing book of business and will be expected to grow the office by adding new clients. 

    Duties will include:

    • Analysis of financial information to build financial plans and provide recommendations to clients
    • Meet with clients regularly, reviewing their portfolio
    • Build the existing client base
    • Sit on a team with other professionals that researches investments and analyzes the economy for appropriate options for client portfolios
    • Preparation of income tax returns and tax projections for planning purposes

    Preference will be given to those who have experience in the industry or an educational background in finance. A four-year degree is a plus. We do provide training and require our advisors to hold the series 65. If you do not already have the series 65 we will provide time for training to obtain that license. Obtaining an advanced designation such as CFP® is encouraged.

    Advisors Management Group, Inc is an employee owned company, where your hard work will directly impact your financial future. We provide the following compensation package:

    • A salary based on your experience and is impacted by your performance
    • Employee Stock Ownership Program (ESOP)
    • 401(K) with 3% non-elective company contribution
    • Profit-sharing, up to 22% of income depending on company results
    • Health, dental, vision and life insurance
    • Paid vacation

Apply Online Today!

Fill out the form below, or send your resume to Nick Letter at nickl@amgteam.com.