Milwaukee, Wisconsin
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Today
About the Job Supports the sourcing, evaluation, execution, and ongoing management of minority equity investments in independent wealth management firms. As a member of the Advisor Equity Partnerships team, the individual will analyze investment opportunities, develop investment recommendations, lead financial underwriting and valuation activities, coordinate transaction execution, and support portfolio management and reporting. The role requires a blend of financial acumen, investment judgmen
Full-time
USD 130,800.00 per year
