Senior Wealth Advisor - High-Net-Worth Book
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listing for:
Claire Myers Consulting
Full Time
position
Listed on 2026-11-14
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A financial services firm in Madison, Wisconsin, is seeking a Senior Wealth Advisor to manage existing client relationships and develop new business opportunities. The role requires 7–10+ years in wealth management, preferably with a CFP or extensive trust experience. Advisors will work with high-net-worth clients, utilizing a robust internal referral network and collaborating closely with banking partners. This position offers autonomy and a chance to impact long-term client relationships while benefiting from an established organizational reputation.
This opportunity is for the Senior Wealth Advisor
- Grow a High-Net-Worth Book role at Claire Myers Consulting. We are currently recruiting a Senior Wealth Advisor
- Grow a High-Net-Worth Book for our team in Madison, WI, United States. This is a great position to take on the Senior Wealth Advisor
- Grow a High-Net-Worth Book role at Claire Myers Consulting.
Position Requirements
10+ Years work experienceTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
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