Senior Wealth Advisor - Leadership Track; Green Bay
Job in
Green Bay, Brown County, Wisconsin, 54311, USA
Listed on 2026-01-13
Listing for:
KerberRose
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial advisory firm in Green Bay seeks a Wealth Advisor to manage client relationships and provide strategic financial advice. This role is aimed at a seasoned professional with over 7 years of experience in the business industry, looking to take on a leadership position. The ideal candidate must have a Series 66 or 65 license and a proven ability to manage a substantial book of business.
Opportunities for professional growth and mentorship are available in a collaborative team environment.
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Position Requirements
10+ Years
work experience
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