Client Relationship Strategist, Financial Planning

A leading financial planning firm in Waukesha is seeking a Relationship Advisor to build long-term client relationships. This role includes preparing customized financial plans and advising clients on investment strategies. Qualified candidates need a Bachelor's degree, relevant licenses, and excellent communication skills. The firm offers competitive compensation, additional performance-based bonuses, and a modern office environment. #J-18808-Ljbffr