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Wealth Management Financial Consultant

Boutique Wealth Planner & Strategy Lead

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: Madison Professional Group
Full Time position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A boutique Registered Investment Advisor is seeking a Wealth Manager to deliver personalized wealth management services. In this role, you'll maintain financial planning platforms, prepare detailed financial plans, and foster long-term client relationships. Ideal candidates have 3–7 years in financial services, a CFP® certification, and strong communication skills. This position offers a compensation package comprising base salary, profit sharing, and bonuses, making it a rewarding opportunity for driven professionals.
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