×
Apply for Jobs Apply for Jobs Post a Job Post a Job Local Jobs Home
Register Here to Apply for Jobs or Post Jobs. X
More jobs:
Financial Consultant Financial Advisor Financial Services Wealth Management

Senior Wealth Advisor - Holistic Financial Planning

Job in Waukesha, Waukesha County, Wisconsin, 53188, USA
Listing for: World Insurance As
Full Time position
Listed on 2026-01-28
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services, Wealth Management
Job Description & How to Apply Below
A financial services firm in Wisconsin is seeking a Senior Financial Advisor to deliver comprehensive financial planning and investment management services. This role is centered around building strong client relationships through tailored financial strategies and advising high-net-worth clients. The ideal candidate has a Bachelor's degree, significant experience in financial services, and must obtain a Series 65 certification. This position offers a collaborative work environment fostering professional growth and exceptional service.
#J-18808-Ljbffr
Position Requirements
10+ Years work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary
Advanced Search