Client Advisor Wealth Management Job at Financial Recruiters International, Mundelein, IL

  • Financial Recruiters International
  • Mundelein, IL

Job Description

Job Description

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.

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Client Advisor / Wealth Management Advisor opportunity in Chicago with a top, award-winning bank rapidly growing its Wealth Management team.

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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!

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Role Highlights:

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  • Lead advisor to individuals and families
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  • 10+ years of wealth management in a fiduciary environment
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  • 5+ years of HNW client retention, relationship management, and organic growth
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  • Bachelor’s degree required
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  • CFP or CFA, preferred- experience is priority over certifications
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  • Advise on investments, tax, estate, and retirement planning
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  • Track record of business development through referrals, centers of influence, and client expansion.
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  • Growth role with strong compensation and an existing book of business.
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  • Opportunity for advancement and continued education support.
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Please apply to this post and reach out via text or call asap to 314-949-2007.

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Job Tags

Immediate start, Relocation

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