Hybrid Wealth Advisor Multigenerational Family Office
Job in
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listed on 2026-02-28
Listing for:
Spidel Burnfin
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant, Accounting & Finance
Job Description & How to Apply Below
A family office in Milwaukee is seeking a dynamic Wealth Advisor to provide comprehensive wealth management services to a multigenerational family. The ideal candidate will develop trusted client relationships and serve as the primary point of contact for financial advice. This role requires a Bachelor's degree in accounting or finance and at least 10 years of experience serving UHNW clients.
Professional designations are highly desirable. The office offers a hybrid-friendly work schedule.
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