Private Client Advisor
Compensation
$100k – $150k /yr
Employment type
Full-time
Work setting
On-site
Location
Milwaukee, WI
Schedule
Day shift
Posted
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Job overview
The Private Client Advisor role is an onsite position located in Milwaukee, WI. Compensation is specified as $100,000 to $150,000 per year, supporting the wealth management team. This role exists to provide comprehensive financial planning and investment management services. The incumbent is responsible for managing client relationships, implementing financial strategies, and contributing to firm growth.
What you'll do
- Manages client relationships, oversees financial planning implementation, supports new business efforts, and engages in strategic planning.
What we're looking for
- Skills & competencies
- full-timeday shiftmilwaukee wiprivate client advisorfinancewealth managementcfpinvestmentonsite$100k-$150k/yr
- Work arrangement
- Weekend coverage required
Why this role
CFP designation required.
About the employer
FL Putnam Investment Management is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: 0a392e37-2150-4e14-84fb-a6a0c3f07d15