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Senior Wealth Advisor - Holistic Financial Planning

Job in Waukesha, Waukesha County, Wisconsin, 53188, USA
Listing for: World Insurance Associates, LLC.
Full Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services, Financial Analyst
Job Description & How to Apply Below
A financial services organization located in Wisconsin seeks a Senior Financial Advisor to provide comprehensive financial planning and investment management to clients. The role requires building trust with clients, developing personalized financial plans, and conducting regular financial reviews. Ideal candidates should have a Bachelor’s degree and 5-10 years of experience. Strong analytical and communication skills are essential, and a CFP® designation is preferred.

Great perks include a 401(k) with employer match and flexible paid time off.
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Position Requirements
10+ Years work experience
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