Wealth Advisor
E6
E6 in Milwaukee, WI is seeking a Certified Financial Planner (CFP®) to join a team-oriented wealth practice serving high-net-worth families. This role blends relationship management with business development and full client lifecycle responsibilities. You will acquire new relationships, deliver comprehensive financial planning across retirement, tax, estate and insurance, mentor junior staff, and drive AUM growth within a collaborative, high-integrity environment. #J-18808-Ljbffr
Vacancy posted 4 days ago
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