Wealth Planning Associate
$60k - $81kCFA Institute
CFA Institute is seeking an Advisor Associate in Milwaukee, Wisconsin to support financial planning and wealth management for clients. Responsibilities include assisting with data gathering, financial plan development, and managing client portfolios. The ideal candidate holds a bachelor's degree in a related field and has up to 4 years of relevant experience. A competitive salary range between $60,000 and $81,000 is offered, alongside a benefits package that includes PTO and a 401(k) with match. #J-18808-Ljbffr
Vacancy posted 18 hours ago
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