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Financial Consultant Financial Advisor Wealth Management Financial Sales

Wealth Advisor III: Lead Client Portfolios & Planning

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: Abacus Search Staffing
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management, Financial Sales
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below
A leading financial services provider seeks a Wealth Advisor III in Chicago, IL, to be the primary contact for Wealth clients. The role involves developing and managing relationships, structuring investment strategies based on clients' financial situations, and delivering personalized annual investment reviews. Candidates should have over 7 years in investment management and financial planning, along with strong communication skills and knowledge of financial planning tools.

Relevant qualifications such as a Bachelor’s degree and professional designations are preferred.
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