Senior Wealth Advisor - Holistic Financial Planning
Job in
North Barrington, Lake County, Illinois, USA
Listed on 2026-01-29
Listing for:
World Insurance Associates, LLC.
Full Time
position Listed on 2026-01-29
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Job Description & How to Apply Below
A leading financial services organization in North Barrington, IL, is seeking a Senior Financial Advisor to provide comprehensive financial planning and investment management services. Responsibilities include delivering personalized financial plans, managing client portfolios, and mentoring junior advisors. The ideal candidate has a Bachelor's degree, 5-10 years of relevant experience, and strong analytical and communication skills. This position offers a collaborative work environment and a comprehensive benefits package including 401(k) with employer match and health insurance.
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Position Requirements
10+ Years
work experience
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