Wipfli Financial Advisors
Rockford, Illinois/Wausau and Madison, Wisconsin
Contact: Victoria Spencer
Email: vspencer@wipfli.com
Telephone: (414) 290-8056
Website: https://www.wipflifinancial.com/careers
Please indicate which city and state the potential job position is located: Rockford, Illinois/Wausau and Madison, Wisconsin
Please indicate which describes your affiliation: RIA
Please provide a brief description of your Company: At Wipfli Financial, we see things differently. We’re a CPA-based financial advisory firm, and our clients’ needs extend far beyond the confines of traditional financial planning and investment management. We ensure that our clients are prepared to make smart financial decisions, at every stage of their lives.
Please provide a brief description of what you are looking for in your possible hire: You’re our ideal candidate if: You recognize that financial health is just as important as physical health, and you’re passionate about helping people stay financially healthy. You’re an expert problem-solver and communicator. You jump at the opportunity to take on challenges and develop viable solutions. You like to learn new things. You can think on your feet and stay focused in the face of challenges. You’re also a pro when it comes to multi-tasking.
Join Zoom Meeting: https://wipflifinancial.zoom.us/j/88178924767?pwd=T0duQWlzR2tQUi9kMU9uSENULzlHQT09