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Private Wealth Advisor Affluent Clients

Job in Kimberly, Outagamie County, Wisconsin, 54136, USA
Listing for: FirstRand
Full Time position
Listed on 2026-10-20
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 70000 - 120000 USD Yearly USD 70000.00 120000.00 YEAR
Job Description & How to Apply Below
Position: Private Wealth Advisor for Affluent Clients

First Rand in Kimberly, WI seeks a Private Advisor Affluent to educate Private Clients and RMB clients on wealth creation and services, while growing the client base through effective relationship management.

You’ll drive client retention, manage leads, and ensure timely, high-quality outputs in a full-time role requiring a relevant degree and verifiable compliance in financial services.

For the Private Wealth Advisor for Affluent Clients position at First Rand, we are reviewing applications now.

The position is based in Kimberly, WI, United States.

This opportunity is part of our work in Sales.

The advertised compensation is 70..

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Private Wealth Advisor for Affluent Clients role in the description above.

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