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Senior Wealth Advisor — Client Strategy & Portfolio
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-01-13
Listing for:
International Staff Consulting
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm located in Chicago is seeking a Wealth Advisor III responsible for maintaining and developing client relationships. The ideal candidate should have at least seven years of experience in investment management and financial planning, with strong communication skills and knowledge of financial planning software. You will be tasked with structuring client-oriented investment strategies and ensuring client satisfaction through excellent service delivery.
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Position Requirements
10+ Years
work experience
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