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Wealth Management Advisor | CFP | Hybrid; in-office
Job in
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listed on 2025-12-02
Listing for:
Curi RMB Capital
Full Time
position Listed on 2025-12-02
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial advisory firm is seeking a Wealth Advisor to provide comprehensive wealth planning advice and foster client relationships. The ideal candidate will have a CFP designation, a bachelor's degree, and five years of relevant experience. You will work collaboratively to develop client solutions and engage with the community. This position offers a competitive salary with bonuses and comprehensive benefits including health insurance and a 401(k) plan.
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