Client Advisor Wealth Management

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.

For a complete understanding of this opportunity, and what will be required to be a successful applicant, read on.
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 families10+ years of wealth management in a fiduciary environment5+ years of HNW client retention, relationship management, and organic growthBachelor’s degree requiredCFP or CFA, preferred- experience is priority over certificationsAdvise on investments, tax, estate, and retirement planningTrack record of business development through referrals, centers of influence, and client expansion.Growth role with strong compensation and an existing book of business. xzbcwsv Opportunity for advancement and continued education support.
Please apply to this post and reach out via text or call asap to 314-949-2007.