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Client Advisor Wealth Management

L5

financial recruiters internationalOak Park, IL23 days ago

Occupations

Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesMiscellaneous Intermediation
HYBRID opportunity in Chicago market (open to relocation in surrounding markets)- Join a growing Wealth Management team as the primary relationship lead for high-net-worth clients. Client Advisor / Wealth Management Advisor opportunity in Chicago with a top, award-winning bank rapidly growing its Wealth Management team. HYBRID schedule, the flexibility to report to any of its offices, and an existing book of HNW clients. Please reach out ASAP, as we’re expediting the process!
Role Highlights:
  • Lead advisor to individuals and families 10+ years of wealth management in a fiduciary environment 5+ years of HNW client retention, relationship management, and organic growth
  • Bachelor’s degree requiredCFP or CFA, preferred- experience is priority over certifications
  • Advise on investments, tax, estate, and retirement planning
Track record of business development through referrals, centers of influence, and client expansion. Growth role with strong compensation and an existing book of business. Opportunity for advancement and continued education support. Please apply to this post and reach out via text or call asap to 314-949-2007.
Apply now (opens in a new tab)
Apply now (opens in a new tab)

Level

SeniorL5

Location

Oak Park, IL

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

23 days ago

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