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Wealth Planning Associate — Investment & Client Strategy
Job in
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listed on 2026-06-06
Listing for:
Wisconsin Psychiatric Association Inc
Full Time
position Listed on 2026-06-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
The Wisconsin Psychiatric Association Inc is seeking an Associate Financial Advisor to partner closely with advisors and serve a strategic client base. This role requires a strong focus on financial planning, portfolio construction, and investment research.
The ideal candidate will have a degree in Finance or related fields, with at least three years of client-facing experience and a commitment to obtaining necessary licenses. The position emphasizes teamwork and a client-first philosophy.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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