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Financial Consultant Wealth Management

MD, Investment Advisory - Build Bank Portfolio Practice

Job in Madison, Dane County, Wisconsin, 53774, USA
Listing for: Bankers' Bank
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management
  • Management
    Wealth Management
Job Description & How to Apply Below
A prominent financial institution is seeking a Managing Director – Investment Advisor to spearhead a new investment advisory service from its Elk Grove Village office. The ideal candidate will have at least ten years of experience in the financial sector, particularly in bank investment portfolio management and fixed-income investments. This individual will develop client relationships, manage portfolios, and provide strategic investment advice.

A bachelor's degree in finance or a related field is required, along with relevant financial licenses.
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