Wealth Management Advisor

Financial Recruiters International; Milwaukee (WI); On-site; USD 120,000 - 210,000; Full time

Job summary

Financial Recruiters International seeks a VP Wealth Advisor in Milwaukee to serve high-net-worth clients with personalized wealth strategies. The role emphasizes deepening relationships, growing AUM, and delivering comprehensive wealth planning and fiduciary guidance.

Relocation from surrounding markets is supported (Chicago, Indiana, Wisconsin). The position partners with Portfolio Managers, Trust Officers, and other financial professionals to expand the client base and revenue streams.

Qualifications

• CFP preferred but not required; CFA or advanced degree (MBA/JD) a plus
• Bachelor’s degree in business, finance, or related field
• 5+ years of financial services experience
• Proven success in HNW relationship management, sales, and business development

Responsibilities

• Manage HNW relationships and deliver a highly personalized client experience.
• Provide wealth planning, investment guidance, and trust/estate solutions.
• Grow AUM, deposits, lending, and fee-based revenue.
• Source new clients through calling, networking, referrals, and centers of influence.
• Partner with Portfolio Managers, Trust Officers, Wealth Planners, and banking specialists.
• Build relationships with attorneys, CPAs, business owners, and other professional partners.

Skills

Networking

Communication

Organization

Decision making

Relationship management

Education

Bachelor's degree in business/finance

Job description

Milwaukee - Wealth Advisor role. Role is open due to continued growth!

Will relocate from surrounding markets! Chicago, Indiana, Wisconsin

VP Wealth Advisor to serve as an advisor and relationship manager for high-net-worth clients, delivering personalized wealth strategies while deepening relationships and growing the business.

QUALIFICATIONS

• CFP preferred but not required. CFA or advanced degree (MBA/JD) a plus
• Bachelor’s degree in business, finance, or related field
• 5+ years of financial services experience
• Proven success in HNW relationship management, sales, and business development
• Strong networking, communication, organization, and decision-making skills

KEY RESPONSIBILITIES

• Manage HNW relationships and deliver a highly personalized client experience.
• Provide wealth planning, investment guidance, and trust/estate solutions.
• Grow AUM, deposits, lending, and fee-based revenue.
• Source new clients through calling, networking, referrals, and centers of influence.
• Partner with Portfolio Managers, Trust Officers, Wealth Planners, and banking specialists.
• Build relationships with attorneys, CPAs, business owners, and other professional partners.