Senior Wealth Advisor - Client-Centric Planning

Windward Recruiting; Milwaukee (WI); Vor Ort; USD 80.000 - 110.000; Vollzeit

Benefits dieser Stelle

Profit sharing

Employee ownership opportunities

Partnership potential

Zusammenfassung

Windward Recruiting is seeking an experienced Servicing Wealth Advisor to join a growing wealth management practice. This role focuses on client service and relationship management, providing a range of sophisticated financial planning solutions for high-net-worth airline professionals and their families.

The successful candidate will inherit an established client base and will have the opportunity to grow relationships and support incoming clients with personalized financial advice.

This position offers competitive compensation including salary and incentives, alongside potential long-term rewards such as profit sharing and partnership options.

Qualifikationen

• 7–10 years of experience in wealth management or financial planning.
• Experience with high-net-worth individuals and families.
• Strong planning orientation across various financial areas.

Aufgaben

• Serve as lead advisor for existing client relationships.
• Provide comprehensive financial planning and investment guidance.
• Support onboarding of new clients and ensure their seamless transition.

Kenntnisse

Financial planning expertise

Relationship management

Interpersonal skills

Ausbildung

Bachelor's degree in business, finance, or related field

CFP designation

Jobbeschreibung

Windward Recruiting is seeking an experienced Servicing Wealth Advisor to join a growing wealth management practice. This role focuses on client service and relationship management, providing a range of sophisticated financial planning solutions for high-net-worth airline professionals and their families.

The successful candidate will inherit an established client base and will have the opportunity to grow relationships and support incoming clients with personalized financial advice.

This position offers competitive compensation including salary and incentives, alongside potential long-term rewards such as profit sharing and partnership options.