About this role
Wealth Advisor at Johnson Financial Group. Location: Milwaukee, Wisconsin, United States. Role: building relationships, providing advice, managing accounts Requirements: Bachelor's degree and 5+ years of client-facing financial planning experience (or equivalent); Series 65/66 or IA equivalent required; CFP/ChFC/CPA highly desired; 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