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Wealth Management Financial Services Financial Consultant Financial Advisor

Remote Wealth Management Client Services Specialist

Remote / Online - Candidates ideally in
Chicago, Cook County, Illinois, 60290, USA
Listing for: The Next Level Planning Group
Remote/Work from Home position
Listed on 2026-01-28
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Services, Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 50000 - 80000 USD Yearly USD 50000.00 80000.00 YEAR
Job Description & How to Apply Below
A growing wealth management firm is seeking a Client Service Associate to support the implementation of financial plans. This remote-first position requires 2-4 years of experience in financial services, a strong attention to detail, and excellent communication skills. Responsibilities include processing investments, managing insurance coordination, and providing top-notch client support. Competitive salary range of $50,000 - $80,000 with profitability bonuses, along with comprehensive health benefits and professional growth opportunities.
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