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Junior Financial Advisor: Client Planning & Growth

Job in Madison, Dane County, Wisconsin, 53701, USA
Listing for: The Bank of New Glarus
Full Time position Listed on 2026-11-15
Job specializations:
Salary/Wage Range or Industry Benchmark: 45000 - 65000 USD Yearly USD 45000.00 65000.00 YEAR

Job Description & How to Apply Below

The Bank of New Glarus is seeking a Junior Financial Advisor to support delivery of investment, financial planning, and wealth management services to existing and prospective clients in Wisconsin. You will assist with client relationship management, financial planning, and investment research while working closely with senior advisors and the investment team.

This role develops the knowledge and experience to progress toward a full Investment Advisor position and requires compliance with Bank

We would love to welcome a new Junior Financial Advisor:
Client Planning & Growth to our team in WI, United States.

Full responsibilities and requirements are described in the listing above.

Learn more about the Junior Financial Advisor:
Client Planning & Growth role in the description above.

We appreciate your interest in this position.

Join The Bank of New Glarus and contribute to our ongoing work.

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