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Wealth Client Services Associate — to Advisor

Job in Pewaukee, Waukesha County, Wisconsin, 53072, USA
Listing for: The QTI Group
Full Time position
Listed on 2025-12-31
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Client Services Associate — Growth to Advisor
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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