Wealth Management Advisor — Complex Portfolios
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
Wealth Management, Financial Advisor, Banking & Finance, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in Chicago is seeking a Wealth Management professional to work closely with their commercial banking team in developing new clients. The role involves serving as the primary point of contact and requires strong coaching and client relationship skills. Candidates should have experience with complex investment management needs, and while a CFP certification is preferred, it is not mandatory.
This opportunity is ideal for those looking to introduce new financial products to clients.
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