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Senior Private Client Advisor

Johnson Financial Group

Johnson Financial Group in Pleasant Prairie, Wisconsin, is seeking a Private Client Service Specialist to manage portfolios for high net worth clients. This role requires expertise in delivering financial planning and customer service, along with a focus on building strong client relationships. The ideal candidate will have a minimum of 4 years' experience with affluent clientele and be proficient in financial products. You will contribute to client retention and business development efforts while working collaboratively within a team. #J-18808-Ljbffr Johnson Financial Group

Vacancy posted 2 days ago
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