A financial services firm in Madison, Wisconsin, is seeking a Senior Wealth Advisor to manage existing client relationships and develop new business opportunities. The role requires 7–10+ years in wealth management, preferably with a CFP or extensive trust experience. Advisors will work with high-net-worth clients, utilizing a robust internal referral network and collaborating closely with banking partners. This position offers autonomy and a chance to impact long-term client relationships while benefiting from an established organizational reputation.#J-18808-Ljbffr