Canopy Wealth Management is a $1.4B independent Registered Investment Advisor, specializing in tax efficient financial planning, customized portfolio management, and personalized client service. With offices in Middleton, Wisconsin, Birmingham, Michigan, and Scottsdale, Arizona, we work with high net worth clients across the country. Our team of five professionals in our Middleton office have over 96 years of collective experience in the financial services industry. With our continued growth and expansion, we are in search of an Associate Wealth Advisor to join our team. This is a new, full time position. The responsibilities of this position will include: Work alongside and in tandem with our Senior Wealth Advisors, assisting in all aspects of client care.