Wealth Planning Advisor Strategy
Job in
Watertown, Jefferson County, Wisconsin, 53094, USA
Listed on 2025-12-14
Listing for:
Hispanic Alliance for Career Enhancement
Full Time
position Listed on 2025-12-14
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A leading financial institution in Watertown, WI, is seeking a professional to provide financial and investment planning services. The successful candidate will collaborate with team members to develop comprehensive banking solutions tailored to client needs, implement strategies for business development, and support sales targets. Ideal qualifications include relevant experience, financial licenses, and strong communication skills.
This role offers a competitive salary and a culturally inclusive workplace.
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