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Senior Wealth Advisor & Growth Leader
Job in
Appleton, Outagamie County, Wisconsin, 54914, USA
Listed on 2026-08-13
Listing for:
AON PLC
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Wealthspire Advisors in Wisconsin is seeking a senior Wealth Advisor to lead and collaborate with the team in serving the wealth management needs of high net-worth clients and their families.
The role includes managing client engagements, developing financial plans, and coordinating with attorneys and accountants. The base salary range is $204,400–$347,500, with potential performance-based incentives.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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