Educated Solutions Corp. seeks experienced Wealth Managers for Madison and Appleton locations. This salaried role focuses on doing what’s right for clients, with no pressure to sell commissionable products.
You will deliver high-touch advisory services and manage a defined range of client households. Ideal candidates have 5+ years in wealth advisory, CFP preferred, and strong proficiency with CRM and planning tools.
#J-18808-LjbffrFiduciary Wealth Manager – Client-First Advisory in appleton at Unknown Company
This position is listed as full time and onsite.