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Claire Myers Consulting

Senior Private Wealth Advisor - Hybrid, High-Net-Worth

Claire Myers Consulting, Madison, Wisconsin, us, 53774

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A leading financial advisory firm in Madison, WI, is seeking a senior-level Wealth Advisor to manage and expand existing client relationships. This role offers the opportunity to work with high-net-worth clients while leveraging an internal referral network for business development. Candidates should have 7-10 years of wealth management experience, a CFP designation preferred, and a strong commitment to client service and community engagement. A competitive compensation package is provided, including base salary and performance-based incentives. #J-18808-Ljbffr