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Financial Consultant Financial Advisor

Private Client Wealth Advisor - Planning & Relationships

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: Wisconsin Psychiatric Association Inc
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Client Advisor in Milwaukee to provide comprehensive financial planning and advice to clients. The ideal candidate will build client relationships and deliver tailored investment solutions. Required qualifications include at least 2 years in a financial advisory role, active Series 7 and 66 licenses, and a passion for client education.

This role offers competitive annual compensation and comprehensive benefits, fostering a culture of diversity and inclusion.
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