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Financial Advisor - Personal & Retirement Planning
Job in
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listed on 2026-03-11
Listing for:
Northwestern Mutual - Downtown Milwaukee
Full Time
position Listed on 2026-03-11
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm is seeking a dedicated Financial Advisor to join their Milwaukee team. This full-time, on-site role involves assessing clients' financial needs, providing tailored investment and retirement strategies, and establishing trust-based relationships. Ideal candidates will have a background in Finance and outstanding communication skills. Relevant certifications like CFP are desirable, along with a Bachelor’s degree in a related field.
This position emphasizes collaboration in helping clients achieve long-term financial goals.
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