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Senior Financial Planner | Client & Strategy

Job in Elmhurst, DuPage County, Illinois, 60126, USA
Listing for: Lakeshore Financial Group - Oakbrook
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Analyst
Salary/Wage Range or Industry Benchmark: 86000 - 117000 USD Yearly USD 86000.00 117000.00 YEAR
Job Description & How to Apply Below
Position: Senior Financial Planner | Client Growth & Strategy
A financial advisory firm is seeking an experienced financial advisor in Elmhurst, Illinois, to help clients achieve their financial goals. The successful candidate will customize financial plans, build strong relationships with clients, and provide tailored advice. Candidates should have a CPA or CFP certification and a Bachelor’s degree in finance or business administration. Exceptional analytical and customer service skills are essential.

This position offers a competitive compensation package ranging from $86,000 to $117,000 per year.
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Position Requirements
10+ Years work experience
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