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 families
- 10+ years of wealth management in a fiduciary environment
- 5+ years of HNW client retention, relationship management, and organic growth
- Bachelor’s degree required
- CFP 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 .
Client Advisor Wealth Management in chicago at Unknown Company
This position is listed as full time and hybrid.