Educated Solutions Corp is seeking experienced Wealth Managers for our Madison and Appleton locations. This salaried role focuses on doing what’s right for clients, with no conflicts of interest in selling commissionable products.
You will lead high-touch advisory for existing clients and mentor associates in relationship-building and growth strategies. Ideal candidates have 5+ years in wealth advisory, CFP preferred, and a finance/business/economics degree.
#J-18808-LjbffrFiduciary Wealth Manager (Salaried) — Client-First Advisory in madison at Unknown Company
This position is listed as full time and onsite.