Wealth Management Advisor

2 weeks ago


Lincolnshire, Illinois, United States StevenDouglas Full time
Wealth Management Opportunity

Join our team as a Wealth Advisor, responsible for providing expert financial guidance to our clients. As a key member of our Wealth Management team, you will work closely with our clients to understand their financial goals and develop personalized plans to achieve them.

Key Responsibilities:
  • Provide expert financial planning and investment management services to clients
  • Develop and implement customized financial plans to meet client goals
  • Manage client relationships and communicate effectively with clients and internal teams
  • Collaborate with our tax team to provide comprehensive financial solutions
  • Stay up-to-date with industry trends and best practices to deliver exceptional client service
Requirements:
  • Series 65 license required
  • Experience in financial planning and investment management
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Proficiency in financial planning software and tools
What We Offer:
  • Competitive base salary
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Recognition and rewards for outstanding performance

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and experienced financial professional looking for a new challenge, please submit your application.


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