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Senior Private Wealth Advisor - Hybrid, High-Net-Worth
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-01-13
Listing for:
Claire Myers Consulting
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services -
Business
Financial Advisor
Job Description & How to Apply Below
This role offers the opportunity to work with high-net-worth clients while leveraging an internal referral network for business development. Candidates should have 7-10 years of wealth management experience, a CFP designation preferred, and a strong commitment to client service and community engagement. A competitive compensation package is provided, including base salary and performance-based incentives.
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Position Requirements
10+ Years
work experience
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