Wealth Management Advisor

financial recruiters internationalSouth Milwaukee, WI2 days ago

Occupations

Personal Financial Advisors Securities, Commodities, and Financial Services Sales Agents Financial and Investment Analysts

Industries

Portfolio Management and Investment Advice Trust, Fiduciary, and Custody Activities Miscellaneous Financial Investment Activities

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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Level

SeniorL5

Location

South Milwaukee, WI

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

2 days ago

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