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Wealth Advisor - Build Plans & Client Relationships

Job in Waukesha, Waukesha County, Wisconsin, 53188, USA
Listing for: Advisor Talent Solutions
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 150000 USD Yearly USD 150000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisor - Build Plans & Grow Client Relationships
A recruiting firm specialized in financial advisory is seeking a Financial Advisor in Waukesha, WI. The role focuses on building long-term client relationships and providing comprehensive financial planning. Candidates should have 3+ years of experience in financial services and various licenses including Life & Health, Series 65, 66, and 7. This full-time position offers a competitive salary range of $150,000 to $500,000 and includes benefits like health insurance and retirement plans.
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