Wealth Advisor Planning & Impact
Job in
Lake Forest, Lake County, Illinois, 60045, USA
Listed on 2026-03-01
Listing for:
Curi Capital
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A national registered investment advisory firm is seeking a passionate Wealth Advisor to offer comprehensive wealth planning advice and grow client relationships. This role requires a Certified Financial Planner designation, five years of wealth management experience, and a strong commitment to serving clients. The position is based in Lake Forest, Illinois, with a competitive salary range of $120,000 - $200,000.
Comprehensive benefits include health insurance, education assistance, and a 401(k) plan.
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