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Financial Consultant Wealth Management

Senior High Net Worth Financial Planning Strategist Hybrid

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: Advisor Group
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management
Job Description & How to Apply Below
A financial services company is seeking a Senior Financial Planning Specialist to join its High Net Worth Planning Services team in Chicago. This role involves developing complex financial strategies with a strong emphasis on estate and tax planning. The ideal candidate should have over 10 years of experience, a CFP designation, and the ability to mentor others. A competitive compensation package, including benefits, is offered with a hybrid work schedule requiring some office presence.
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Position Requirements
10+ Years work experience
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