Client Relationship Specialist – Financial Planning

A financial services firm in Waukesha is seeking a Relationship Advisor to focus on servicing existing clients and building long-term relationships. The ideal candidate will have over 2 years of financial services experience, with necessary certifications such as Series 65 or a combination of Series 66 and 7. Strong organizational and communication skills are essential for managing client relationships effectively. This full-time position offers a competitive salary and performance-based bonuses. #J-18808-Ljbffr