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Wealth Relationship Associate: Planning
Job in
Kenosha, Kenosha County, Wisconsin, 53142, USA
Listed on 2026-03-05
Listing for:
Johnson Financial Group
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm in Wisconsin is seeking a Wealth Associate RM to support client servicing and planning. The role involves managing client relationships, assisting with financial planning, and meeting compliance standards. The ideal candidate will have a Bachelor’s degree, at least 2 years' experience with affluent clientele, and sales expertise. This entry-level position offers growth opportunities toward becoming a Wealth Relationship Manager or Advisor in a diverse and inclusive culture.
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Position Requirements
10+ Years
work experience
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