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Financial Consultant

Senior Wealth Advisor - High-Net-Worth Client Focus

Job in Pewaukee, Waukesha County, Wisconsin, 53072, USA
Listing for: Alerus Financial
Full Time position
Listed on 2025-12-31
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Job Description & How to Apply Below
A financial services firm located in Pewaukee, Wisconsin is seeking a Financial Advisor to manage and grow a portfolio of high-net-worth clients. The role includes providing comprehensive financial advice, maintaining client relationships, and proactively seeking new business opportunities. Candidates should have a Bachelor’s degree and 5 years of relevant experience, preferably with high-net-worth clients. The position offers competitive compensation and comprehensive benefits.
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Position Requirements
10+ Years work experience
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