A leading global financial services firm is looking for a Senior Wealth Advisor to provide sophisticated financial and investment services to high net worth clients. The ideal candidate will have 6-10 years of experience, possess FINRA Series 7 and 66 licenses, and demonstrate strong analytical and communication skills. This role involves managing investment portfolios, developing strategies, and maintaining compliance with relevant regulations. A Bachelor's degree is required, and a Master's degree is preferred. Competitive salary and benefits are offered.
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UHNW Wealth Advisor: Strategic Portfolios & Growth in chicago at Unknown Company
This position is listed as full time and onsite.