Wealth Management Client Advisor – Growth & Strategy
Job in
Town of Belgium, Belgium, Ozaukee County, Wisconsin, 53004, USA
Listed on 2026-08-05
Listing for:
Merck Finck & Co oHG
Full Time
position Listed on 2026-08-05
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Puilaetco - A Quintet Private Bank is seeking a Client Advisor to deliver holistic wealth management services for client families, leveraging investments, financial planning, estate planning and lending. You will build enduring relationships, identify opportunities and coordinate internal specialists to meet client goals.
You will apply deep knowledge of finance, compliance and risk management while upholding Quintet's values and service standards, with a focus on trusted, long-term client
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