CFP Private Client Advisor — Wealth Planning Lead
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
F.L. Putnam seeks a Client Advisor/CFP® to lead financial planning for client teams in Milwaukee, WI. This role serves as the planning lead on client relationships and collaborates with Investment Advisors and support staff to deliver tailored financial solutions.
The ideal candidate will hold a CFP® designation with a bachelor’s degree and 7+ years of experience in financial planning and client advising. Strong presentation, communication, and relationship-management skills are essential to
We are seeking a motivated CFP Private Client Advisor — Wealth Planning Lead to join Flputnam in Milwaukee, WI, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the CFP Private Client Advisor — Wealth Planning Lead role in the description above.
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