Remote Senior Investment Advisor: Client & Wealth
Remote / Online - Candidates ideally in
Wisconsin, USA
Listed on 2026-02-28
Wisconsin, USA
Listing for:
Jobgether
Remote/Work from Home
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant, Financial Services
Job Description & How to Apply Below
A leading recruitment platform is hiring a Senior Client Advisor to manage strategy-only client relationships remotely. In this role, you will provide personalized financial recommendations and exceptional service to enhance client experiences and drive growth. Candidates should have a Bachelor's degree, substantial experience in financial services, and relevant certifications. This position offers a remote work environment along with comprehensive benefits including health coverage and retirement plans.
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Position Requirements
10+ Years
work experience
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