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Wealth Advisor — Strategic Financial Planning
Job in
Monona, Dane County, Wisconsin, USA
Listed on 2026-02-11
Listing for:
Hispanic Alliance for Career Enhancement
Full Time
position Listed on 2026-02-11
Job specializations:
-
Finance & Banking
Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
A financial institution is seeking a motivated candidate for a role in wealth sales and service. The responsibilities include achieving sales targets, developing business strategies, and managing client relationships. Candidates should have a strong understanding of financial products and relevant licenses. This position offers a competitive salary range of $51,800 to $95,900 along with commission opportunities. The ideal candidate will have 4-6 years of experience and be ready to work collaboratively within a team.
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