Wealth Management Advisor
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-01-25
Listing for:
The Newburgh Group
Full Time
position Listed on 2026-01-25
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
- Will work closely with commercial banking team to develop new Wealth Management Clients
- Will serve as the primary point of contact within the Wealth Management team
- Demonstrate coaching, development and training skills
- Must have experience working with clients with complex investment management and financial planning needs
- CFP preferred but not required
- Ability to introduce new products to both current and prospective clients
Great Opportunity so don't hesitate to check out our client today!
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