Wealth Management Advisor

Milwaukee - Wealth Advisor role. Role is open due to continued growth!

Will relocate from surrounding markets! Chicago, Indiana, Wisconsin

VP Wealth Advisor to serve as an advisor and relationship manager for high-net-worth clients , delivering personalized wealth strategies while deepening relationships and growing the business.

QUALIFICATIONS

• CFP preferred but not required. CFA or advanced degree (MBA/JD) a plus
• Bachelor’s degree in business, finance, or related field
• 5+ years of financial services experience
• Proven success in HNW relationship management, sales, and business development
• Strong networking, communication, organization, and decision-making skills

KEY RESPONSIBILITIES

• Manage HNW relationships and deliver a highly personalized client experience.
• Provide wealth planning, investment guidance, and trust/estate solutions.
• Grow AUM, deposits, lending, and fee-based revenue.
• Source new clients through calling, networking, referrals, and centers of influence.
• Partner with Portfolio Managers, Trust Officers, Wealth Planners, and banking specialists.
• Build relationships with attorneys, CPAs, business owners, and other professional partners.

Please reach out asap