RK Partners is seeking a Wealth Advisor to service clients in the Milwaukee area and Downers Grove, IL. The role requires deep experience in comprehensive financial planning and a CFP designation, with the ability to oversee a support team and deliver holistic planning solutions.
Qualified candidates will have at least five years of client-facing experience and strong knowledge of tax, investments, estate planning, and asset allocation, along with proficiency in Microsoft Office.
#J-18808-LjbffrWealth Advisor — CFP, Fee-Based, Ownership Potential in chicago at Unknown Company
This position is listed as full time and onsite.