We have an opportunity for a strategic and client-focused Wealth Advisor to join a dynamic private wealth team in Madison, Wisconsin.
This role is responsible for delivering holistic financial solutions tailored to high-net-worth clients, with an emphasis on long-term relationship management and full balance sheet strategy. The ideal candidate thrives on collaboration, problem-solving, and delivering personalized value across investments, banking, credit, estate planning, and more.
DUTIES & RESPONSIBILTIES
QUALIFICATIONS
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