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Senior Wealth Advisor: AUM & Strategy
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-06-21
Listing for:
Pomona College
Full Time
position Listed on 2026-06-21
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
Annex Wealth Management in Madison, Wisconsin, is seeking a Senior Wealth Advisor to lead client acquisition and business development. The ideal candidate will have over 5 years of experience in wealth management and strong skills in client engagement and financial strategies.
Responsibilities include generating new business, mentoring junior team members, and providing exceptional client service. Competitive compensation includes base salary and quarterly revenue sharing, along with a comprehensive benefits package.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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