Summary :
We’ve partnered with a small but mighty award-winning wealth management firm in search of a Client Service Associate ! This is an exciting opportunity to grow in the wealth management arena and into an Advisor (upon completion of Series 65 or 66).
This role will operate fully onsite in Waunakee, WI Monday-Friday 8 : 00 a.m. 4 : 30 p.m. Pay is $60,000 / year based on experience.
Competitive benefits offered.
Responsibilities :
Qualifications :
Last updated : 2024-07-19
Salary : $60,000
Click the checkbox next to the jobs that you are interested in.
Click the checkbox next to the jobs that you are interested in.
Banking Products Skill
Budget Administration Skill
Stifel, Madison, WI
Rubicon Technologies, Middleton, WI