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Financial Consultant Financial Advisor

Senior Wealth Advisor: Private Client Planning & Strategy

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: Philips Recruiting Services
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
    Financial Consultant, 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 leading investment firm in Chicago is seeking an experienced Wealth Advisor III to serve as the primary client contact. You will be responsible for client relationship management, maximizing client satisfaction, and implementing strategic investment plans. The ideal candidate will have over 7 years of experience in investment management and financial planning, proficient in financial planning software. This position offers a chance to work closely with clients in developing tailored financial solutions.
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Position Requirements
10+ Years work experience
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