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Senior Wealth Advisor - Client-Centric Planning
Job in
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listed on 2026-07-06
Listing for:
Windward Recruiting
Full Time
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Windward Recruiting is seeking an experienced Servicing Wealth Advisor to join a growing wealth management practice. This role focuses on client service and relationship management, providing a range of sophisticated financial planning solutions for high-net-worth airline professionals and their families.
The successful candidate will inherit an established client base and will have the opportunity to grow relationships and support incoming clients with personalized financial advice.
This position offers competitive compensation including salary and incentives, alongside potential long-term rewards such as profit sharing and partnership options.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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