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Financial Consultant

Family Office Wealth Strategist: Strategic Legacy

Job in La Crosse, La Crosse County, Wisconsin, 54602, USA
Listing for: Trust Point Inc.
Full Time position
Listed on 2026-01-27
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A century-old financial firm is seeking a Wealth Strategist for its Family Office team in La Crosse, Wisconsin. The role emphasizes building relationships with affluent families and businesses, fostering wealth transitions and estate planning strategies. Ideal candidates must have extensive experience in financial advisory roles, strong analytical and problem-solving skills, and exceptional communication abilities. This position offers a supportive workplace culture focused on integrity, professional growth, and ongoing education opportunities.
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