Private Client Consultant - Equity
Remote / Online - Candidates ideally in
Town of Texas, Wisconsin, USA
Listed on 2026-01-12
Town of Texas, Wisconsin, USA
Listing for:
Willow Wealth
Full Time, Remote/Work from Home
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
Location: Town of Texas
A leading wealth management firm is seeking a Client Consultant to support high net worth individuals. This mid-senior level position involves expanding client relationships, educating investors, and contributing to firm growth through personalized outreach. The role requires a Series 7 license and a proven sales background in financial services. Competitive compensation and benefits, including equity, are offered.
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