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Private Wealth Advisor — Holistic Planning
Job in
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listed on 2025-12-16
Listing for:
Wisconsin Psychiatric Association Inc
Full Time
position Listed on 2025-12-16
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm is looking for a Private Client Advisor to deliver personalized investment solutions and build strong client relationships. Candidates should possess at least 2 years of financial advisor experience and hold necessary licenses including Series 7 and Series 66. This role emphasizes integrity and client education, aiming to create a holistic financial planning experience. A Bachelor's degree is preferred, with a supportive and diverse workplace culture.
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