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Financial Advisor Wealth Management

Senior Wealth Planner — Comprehensive Financial Strategy

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: U.S. Bank
Full Time position
Listed on 2026-01-18
Job specializations:
  • Finance & Banking
    Financial Advisor, Wealth Management
Job Description & How to Apply Below
A major financial institution is seeking a PWM Senior Wealth Planner in Chicago to deliver comprehensive financial planning services. This role involves lifestyle, tax, estate, and philanthropic planning tailored to client goals. Candidates should have over 10 years of wealth planning experience and strong presentation skills. A bachelor's degree is required; certifications like JD or CFP are preferred. The role offers competitive compensation, benefits, and a focus on professional growth.
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Position Requirements
10+ Years work experience
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