Senior Wealth Advisor – Family Office Ownership Path
Job in
Schiller Park, Cook County, Illinois, 60176, USA
Listed on 2026-03-06
Listing for:
Capstone Financial Advisors Inc.
Full Time
position Listed on 2026-03-06
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
A financial advisory firm is looking for a Senior Wealth Advisor specializing in Family Office Services to manage high-net-worth clients. Ideal candidates should have at least seven years of experience in wealth management, with required certifications like CFP or CPA. Responsibilities include guiding financial plans, overseeing investments, and mentoring junior staff. The position offers competitive salary, benefits, and flexible work options.
Apply if you're ready to make a significant impact in a growing firm.
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Position Requirements
10+ Years
work experience
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