OPERATIONS ASSOCIATE - PEWAUKEE
The Operations Associate is responsible for working one-on-one with Investment Advisors and Investment Advisor Associates, their clients, and internal staff to provide exceptional client relationship support, service, and operational expertise. This individual will execute new account openings and transfer of assets for new and existing clients, and will be required to meet or exceed expectations as set forth by the Investment Advisor and the Director of Business Operations. For further consideration and to learn more about this extraordinary opportunity, please forward your resume to firstname.lastname@example.org.
WEALTH ADVISOR - WHITEFISH BAY
The Wealth Advisor is the principal contact with the client. This individual will have a broad and deep understanding of sophisticated wealth management practices and investment strategies. The Wealth Advisor is responsible for maintaining the ongoing relationships and leading in the development of new client relationships. Outgoing individuals will excel in this highly-visible, client-focused position. For further consideration and to learn more about this extraordinary opportunity, please forward your resume to email@example.com.
WEALTH ADVISOR - PEWAUKEE