Senior Wealth Advisor - High-Net-Worth Book
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-01-26
Listing for:
Claire Myers Consulting
Full Time
position Listed on 2026-01-26
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant
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 through internal referrals. The ideal candidate should have 7-10+ years in wealth management, a proven track record with high-net-worth clients, and a CFP certification.
This role offers a blend of relationship management and business development, providing opportunities for significant impact within a supportive community-oriented culture.
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Position Requirements
10+ Years
work experience
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