Wealth Management Client Services Associate
$65k - $95kGarry Executive Search
Garry Executive Search is seeking a Wealth Management Associate for a wealth management firm in Milwaukee. This role involves managing a portfolio of 150 to 200 clients, ensuring communication across the advisory team. The ideal candidate should have 3+ years of experience in client service, possess a Series 7 certification, and demonstrate strong organizational skills. The position offers a salary of $65,000 - $95,000 along with various benefits including medical, dental, and 401(k). #J-18808-Ljbffr
Vacancy posted 4 days ago
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