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Financial Advisor Wealth Management Financial Consultant Financial Services

Hybrid Wealth Management Client Services Specialist

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: Connect Search, LLC
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Advisor, Wealth Management, Financial Consultant, Financial Services
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A well-established investment firm in Chicago is seeking a Wealth Management Client Service Associate. This role supports senior advisors in delivering wealth management services to ultra-high-net-worth families. The ideal candidate has at least 3 years of experience in financial planning, exceptional client service skills, and knowledge of investment concepts. This full-time position involves client interaction, preparation for meetings, and coordination with external advisors.

The office setting is hybrid, located in downtown Chicago.
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