Senior Wealth Advisor & Client Strategy Lead
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Finance & Banking
Job Description & How to Apply Below
Sikich is seeking a Wealth Advisor to lead client services within the Wealth team, guiding clients through comprehensive wealth strategies, tax considerations, and estate planning while coordinating with the CPA team for integrated services.
The role emphasizes developing investment plans, managing portfolios, and maintaining strong client relationships across complex financial scenarios.
We are currently recruiting a Senior Wealth Advisor & Client Strategy Lead for our team 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 Senior Wealth Advisor & Client Strategy Lead role in the description above.
We appreciate your interest in this position.
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Take a moment to read everything above and see whether this role is right for you.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
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