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Financial Consultant Financial Advisor Financial Services Wealth Management

Senior Financial Advisor: Wealth Planning & Investments

Job in Waukesha, Waukesha County, Wisconsin, 53188, USA
Listing for: World Insurance Associates LLC
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 prominent financial services firm is seeking a Senior Financial Advisor to provide comprehensive financial planning and investment management services. You will serve high-net-worth clients, developing personalized financial strategies and managing investment portfolios. Ideal candidates have a bachelor's degree in finance or a related field, with 5-10 years of experience, and preferably a CFP® designation. This role includes building client relationships and ensuring compliance with regulations.

A strong client service orientation is essential.
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Position Requirements
10+ Years work experience
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