Wealth Advisor

4 days ago


Chicago, Illinois, United States StevenDouglas Full time


The Private Wealth Management Group at StevenDouglas is seeking Wealth Advisor/PM as part of a succession plan for a $8 Billion RIA.

Position can sit in Cincinnati, Ohio or Chicago, Illinois. The firm has two Advisors on each client relationship; one planning focused and the other an investment/portfolio specialist. We are seeking the investment/portfolio focused, client facing Wealth Advisor to take on these relationships. Roughly 10+ years of experience, CFA is highly preferred.
  • Wealth Advisor

    4 days ago


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