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Financial Consultant Wealth Management Financial Advisor

Senior Wealth Planner — Tax & Estate Strategy

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: Baird
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management, Financial Advisor
Salary/Wage Range or Industry Benchmark: 75000 - 140000 USD Yearly USD 75000.00 140000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Wealth Planner to provide advanced financial planning solutions while mentoring team members. This position requires a minimum of 5 years in financial planning, including expertise in tax and estate strategies, along with a CFP designation. Competitive compensation of $75,000-$140,000 with additional bonus potential is offered. The role includes leading complex financial plans for high-net-worth clients and collaborating with various specialists in a dynamic environment.
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Position Requirements
10+ Years work experience
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