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Wealth Advisor III: Lead Client Portfolios & Planning

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: Ives & Associates
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Chicago seeks a Wealth Advisor III to manage and develop client relationships, enhance client satisfaction, and tailor investment strategies based on unique client needs. Candidates should have at least seven years of experience in investment management and financial planning, including a strong knowledge of asset allocation and risk management. A Bachelor’s degree in Business or related field and relevant certifications are preferred.
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