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Financial Advisor / Consultant Wealth Management

Wealth Associate RM: Path to Wealth Advisor

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: Johnson Financial Group
Full Time position
Listed on 2026-07-19
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below
Johnson Financial Group is seeking a Wealth Associate RM to support the transition into a Wealth Advisor role. This entry-level position involves engaging with clients, assisting in financial planning, and developing strong relationships with business partners. Ideal candidates will hold a Bachelor's Degree, have at least 2 years of experience with affluent clientele, and will pursue Series 65 and CFP designations.

Emphasis on diversity and inclusion within the workplace.
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Position Requirements
10+ Years work experience
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