Branch Team Coach & Development Specialist

A financial services firm is seeking a PWM Academy Branch Consultant to join their team in Milwaukee, WI. In this role, you will support the Private Wealth Management initiative through consulting and facilitation. The ideal candidate should have 3-5 years of financial services experience, strong communication and facilitation skills, and be willing to obtain necessary securities licenses. This in-office position demands collaboration with advisors and offers a dynamic work environment.

A minimum of 25% travel is required for this opportunity.
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