Wealth Management Advisor-Oshkosh, WI

Serve affluent clients by collecting financial information, assessing investment needs, and recommending suitable investment, investment planning, and insurance solutions. Deliver market views, investment strategy, and portfolio research while constructing tailored portfolios and managing ongoing investment advisory and trust administration needs. Use tools such as MoneyGuidePro, Salesforce, and Seismic, supported by marketing warm leads, referrals, and centralized/local sales enablement resources.