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Wealth Client Services Associate — to Advisor
Job in
Pewaukee, Waukesha County, Wisconsin, 53072, USA
Listed on 2025-12-31
Listing for:
The QTI Group
Full Time
position Listed on 2025-12-31
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services
Job Description & How to Apply Below
A growing wealth management firm is seeking a Human Resources Professional - Matchmaker in Pewaukee, WI.
This role offers an exciting opportunity to provide professional service to clients and grow into a Financial Advisor position. Candidates should have a degree in Finance or Business, plus 2+ years of RIA experience. The firm offers competitive pay of $60,000 and comprehensive benefits including medical and 401(k).
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Position Requirements
10+ Years
work experience
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