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Wealth Management Financial Consultant

Senior Wealth Planning Strategist

Job in Berwyn, Cook County, Illinois, 60402, USA
Listing for: Advisor Group
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in Berwyn, PA is seeking a Senior Financial Planning Specialist to join their High Net Worth Planning Services team. The ideal candidate has deep knowledge of financial planning concepts, specifically in Estate, Business, and Tax Planning. Responsibilities include mentoring colleagues, providing innovative planning solutions, and conducting research. Requires 10+ years of experience and a CFP designation.

This full-time role offers a competitive salary and comprehensive benefits package.
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Position Requirements
10+ Years work experience
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