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On-Site Financial Advisor — Wealth Planning & Client
Job in
Windsor, Dane County, Wisconsin, 53598, USA
Listed on 2026-01-01
Listing for:
Preferred Wealth Advisors
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A trusted financial planning firm in Windsor, Wisconsin is seeking an experienced Financial Advisor. The ideal candidate will develop customized financial strategies, manage client portfolios, and build strong client relationships. Candidates should possess a degree in Finance and experience in wealth management. This full-time role requires on-site work. The firm offers a competitive salary and opportunities for professional development. Interested candidates should submit their resume via email.
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