Claire Myers Consulting’s Post

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Looking to make a significant impact in wealth management? Claire Myers Consulting is partnering with a dynamic, boutique wealth management firm in Milwaukee, seeking a Lead Financial Advisor. This firm is dedicated to empowering clients with personalized financial planning, investment advisory, education funding, holistic wealth management, retirement planning, and risk management. Key Responsibilities: -Main contact for established clients -Implement risk and investment strategies -Conduct regular client meetings -Grow assets under management and develop new revenue Qualifications: -5+ years of financial advising experience -Series 7, 66/63, and State Life & Health licenses (or obtain within 120 days) -Preferred: CFP, CFA, CPA, J.D. Compensation: $85K-125K base salary + bonuses, benefits, and profit sharing Ready to help clients achieve their financial dreams? Apply now! https://lnkd.in/g6ESq4cP #WealthManagement #FinanceJobs #Hiring #careeropportunity #CareerGrowth #ClaireMyersConsulting #Jobs #NowHiring #JobSearch

Sr. Wealth Management Associate at Claire Myers Consulting

Sr. Wealth Management Associate at Claire Myers Consulting

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