Wealth Portfolio Strategist
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-06-18
Listing for:
Johnson Financial Group
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant, Portfolio Manager
Job Description & How to Apply Below
Johnson Financial Group is seeking a Wealth Portfolio Manager II to lead investment strategies for high-net-worth clients. This role emphasizes a client-first culture, and you'll work closely with the Wealth Advisor team to tailor investment solutions that meet individual client goals.
The ideal candidate will possess a Bachelor's Degree and a minimum of 4–6 years in wealth management, with strong investment knowledge and ethics. The position offers opportunities to develop professionally while supporting meaningful client relationships.
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