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Wealth Advisory Associate Director — Client-Focused Lead
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-06-28
Listing for:
Nbutexas
Full Time
position Listed on 2026-06-28
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Nbutexas, a rapidly growing wealth advisory firm in Madison, WI, seeks an experienced Associate Director to manage high-net-worth client relationships. This role involves collaboration with senior advisors, financial planning, and independence in managing client segments over time.
The ideal candidate will have over 7 years in wealth management, possess a CFP, and have strong communication skills. A comprehensive benefits package, 401(k) match, and generous PTO are offered.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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