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Strategic Growth Consultant - Wealth Management

CFA Institute

A major financial services firm in Milwaukee seeks a Business Development Consultant to support growth and profitability initiatives. Candidates should possess a Bachelor's degree and over 10 years of experience in the financial services industry, with SIE and Series 7/66 licensing. The role entails identifying opportunities to enhance profitability and collaborating with market leaders. Strong communication skills and a commitment to excellent customer service are essential. The position requires traveling at least 50% of the time. #J-18808-Ljbffr CFA Institute

Vacancy posted more than 2 months ago

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