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Senior Wealth Advisor - High-Net-Worth Book
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-01-24
Listing for:
Claire Myers Consulting
Full Time
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
A financial services firm in Madison, Wisconsin, is seeking a Senior Wealth Advisor to manage existing client relationships and develop new business opportunities. The role requires 7–10+ years in wealth management, preferably with a CFP or extensive trust experience. Advisors will work with high-net-worth clients, utilizing a robust internal referral network and collaborating closely with banking partners. This position offers autonomy and a chance to impact long-term client relationships while benefiting from an established organizational reputation.
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Position Requirements
10+ Years
work experience
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