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Elite Private Client Advisor

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: Johnson Financial Group
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
  • Sales
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below

Johnson Financial Group is seeking a Private Client Service Specialist in Milwaukee, WI. The role involves managing a portfolio for affluent clients, deepening relationships, and delivering exceptional financial services.

Responsibilities include providing comprehensive financial solutions, managing lending processes, and achieving sales targets while ensuring client retention. Successful candidates should have at least 4 years of experience with affluent clientele and possess strong communication skills.

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