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Wealth Management Associate: Client & Planning
Job in
Oakbrook Terrace, DuPage County, Illinois, USA
Listed on 2026-01-16
Listing for:
WizeHire, Inc
Full Time
position Listed on 2026-01-16
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services
Job Description & How to Apply Below
A financial services firm is seeking an entry-level Wealth Management Associate in Oakbrook Terrace, IL. The ideal candidate will support the advisory team by assisting with client onboarding, preparing financial reports, and participating in prospect outreach. Candidates should have a bachelor's degree, strong communication skills, and be proficient in Microsoft Office.
This role offers a salary range of $45,000–$75,000 and provides opportunities for professional growth within the wealth management field.
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Position Requirements
10+ Years
work experience
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