Senior Wealth Advisor High-Net-Worth
Job in
Wheaton, DuPage County, Illinois, 60189, USA
Listed on 2026-03-02
Listing for:
TrustBank
Full Time
position Listed on 2026-03-02
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Services, Financial Consultant
Job Description & How to Apply Below
A financial institution in Wheaton is seeking a Senior Trust & Wealth Advisor to deliver goals-based wealth consulting services to high-net-worth individuals. This role involves analyzing complex financial situations, developing tailored wealth plans, and collaborating with client service teams to enhance client satisfaction. The ideal candidate will have a university degree, strong analytical and communication skills, and a proactive approach to client engagement within a supportive, collaborative culture.
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Position Requirements
10+ Years
work experience
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