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Wealth Management Associate | Hybrid Milwaukee & Planning
Job in
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listed on 2026-02-01
Listing for:
Curi Capital LLC
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial advisory firm in Milwaukee, WI is seeking a Wealth Management Associate to support high net worth clients. In this hybrid role, you will perform financial planning functions, assist Wealth Advisors with client relationships, and require strong communication skills. Ideal candidates should have 1-3 years of Wealth Management experience and relevant education, showcasing problem-solving and detail-oriented capabilities. Compensation ranges from $60,000 to $70,000 annually.
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Position Requirements
10+ Years
work experience
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