Wealth Management Advisor
financial recruiters internationalSouth Milwaukee, WI
Wealth Management Advisor
financial recruiters internationalSouth Milwaukee, WI
3 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment ActivitiesAbout the role
Milwaukee - Wealth Advisor role. Role is open due to continued growth! Will relocate from surrounding markets! Chicago, Indiana, WisconsinVP Wealth Advisor to serve as an advisor and relationship manager for high-net-worth clients, delivering personalized wealth strategies while deepening relationships and growing the business.
QUALIFICATIONS:
CFP preferred but not required. CFA or advanced degree (MBA/JD) a plus Bachelor’s degree in business, finance, or related field 5+ years of financial services experience Proven success in HNW relationship management, sales, and business development Strong networking, communication, organization, and decision-making skillsKEY RESPONSIBILITIESManage HNW relationships and deliver a highly personalized client experience. Provide wealth planning, investment guidance, and trust/estate solutions. Grow AUM, deposits, lending, and fee-based revenue. Source new clients through calling, networking, referrals, and centers of influence. Partner with Portfolio Managers, Trust Officers, Wealth Planners, and banking specialists. Build relationships with attorneys, CPAs, business owners, and other professional partners. Please reach out asap 📞 314-949-2007
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JOB OVERVIEW
Experience level
Senior
Location
South Milwaukee, WI
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
3 days ago
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