About this role
Wealth Advisor at Johnson Financial Group. Location: Milwaukee, Wisconsin, United States. Role: building relationships, providing solutions, prospecting clients Requirements: Bachelor's degree and 5+ years advising clients in a financial planning setting (or equivalent experience). Requires Series 65/66 or IA equivalent; CFP/ChFC/CPA preferred. Strong sales, networking, investment management, and client relationship skills. Category: Finance and Accounting Seniority: Senior Level Certifications: series 65, series 66, ia, cfp, chfc, cpa Commitment: Full Time Workplace: Onsite Languages: English