Wealth Advisor | Client-Focused Financial Planning & Growth
Job in
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listed on 2026-08-20
Listing for:
Spano Pratt
Full Time
position Listed on 2026-08-20
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Oarsman is seeking a Wealth Advisor/Financial Planning Specialist to work with Portfolio Managers and Relationship Managers to ensure clients receive detailed financial planning and superior service. The role involves gathering information, preparing plans, coordinating with tax and estate professionals, and supporting overall client service.
Responsibilities span relationship management, planning, portfolio monitoring, research, compliance, reporting, and teamwork.
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