Client Advisory: Tax & Wealth Planner (CFP Path)

Ascension Search Partners is seeking candidates for Senior Analyst and Manager roles in Client Advisory in Wisconsin. The positions involve helping clients with investments, estate and tax planning while working collaboratively within a family-oriented environment.The firm offers a culture emphasizing technical credibility, deep client relationships, and professional growth opportunities. Candidates with a concentration in accounting or finance and experience in advisory roles are encouraged to apply.#J-18808-Ljbffr