Senior Investment Advisor Touch Client Strategy
Job in
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listed on 2026-08-26
Listing for:
Operose
Full Time
position Listed on 2026-08-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Operose delivers customized financial solutions to meet investment advisory, family office, tax, and alternative investment needs. The Investment Advisor is responsible for all aspects of the advisor’s client relationships, portfolio construction, and collaboration with tax and legal advisors.
This role requires a deep understanding of investment strategies and a track record of client service excellence. Candidates should have a Bachelor's degree with CFA preferred, Series 65 licensing, and at
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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