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Back to search resultsWealth Advisor/Relationship Manager
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![]() United States, Wisconsin, Milwaukee | |
![]() 555 East Wells Street (Show on map) | |
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Overview
The Wealth Advisor/Relationship Manager is responsible for growing quality client relationships and enhancing client satisfaction by providing sound financial guidance to high net worth clients. Key Responsibilities
Sales - Advising and Servicing Clients
Cross Sales and Referrals
Job Requirements
Come as you are. Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website. |