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Financial Consultant Financial Advisor Wealth Management

Wealth Advisor III — Client Strategy & Portfolio Leadership

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: Tom Trese
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm based in Chicago is seeking a Wealth Advisor III to serve as the primary point of contact for Wealth clients. The role involves maintaining existing relationships and developing new clients while delivering tailored investment management strategies. The ideal candidate will have over 7 years of experience in investment management and financial planning, strong relationship management skills, and a Bachelor’s degree.

This position offers a dynamic environment focused on client satisfaction and retention.
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