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Financial Consultant Financial Advisor

Wealth Management Advisor: Invest, Plan & Protect

Job in Appleton, Outagamie County, Wisconsin, 54914, USA
Listing for: U.S. Bank
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial institution in Appleton, Wisconsin is seeking a Wealth Management Advisor to join their Wealth Management Team. The ideal candidate will meet with affluent clients to assess financial needs, provide tailored investment management services, and deliver comprehensive financial strategies. Candidates should have a Bachelor's degree and 3-5 years of experience in financial sales, preferably with affluent clients. FINRA Series 7 and 66 licenses are required.

This position offers competitive pay and comprehensive benefits.
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