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Financial Consultant Financial Advisor

Affluent Wealth Advisor: Investment Planning & Guidance

Job in Oshkosh, Winnebago County, Wisconsin, 54901, USA
Listing for: U.S. Bank
Full Time position
Listed on 2026-02-11
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 65000 - 80200 USD Yearly USD 65000.00 80200.00 YEAR
Job Description & How to Apply Below
A leading financial institution in Oshkosh seeks a Wealth Management Advisor to meet affluent clients and provide tailored investment strategies. This role involves assessing investment needs, delivering portfolio management, and collaborating with other financial services. Ideal candidates should have a Bachelor's degree, relevant financial sales experience, and relevant certifications. The position offers a comprehensive benefits package and opportunities for professional development.
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