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Wealth Advisor: Build Lasting Client Portfolios
Job in
Champaign, Champaign County, Illinois, 61825, USA
Listed on 2026-07-16
Listing for:
INB, N.A.
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
INB Wealth is seeking an Investment Advisor Representative to deepen client relationships and expand business through referrals and proactive outreach. You will deliver tailored guidance across a wide range of investments in a face‑to‑face setting, supported by a collaborative team.
Ideal candidates have 3+ years in proactive financial services sales, 5+ years as a licensed advisor or 10+ years in portfolio management, and a BA/BS degree. INB values integrity and client-centric service.
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