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Holistic Wealth Advisor Planning Focus
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-01-07
Listing for:
Windward Recruiting
Full Time
position Listed on 2026-01-07
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in Chicago is seeking a Wealth Advisor to enhance client relationships and foster practice growth through comprehensive financial planning. The successful candidate will manage and develop client portfolios, conduct plan reviews, and communicate strategies effectively to clients. A bachelor's degree in Finance or a related field is necessary, alongside licenses such as Series 7 & 66 and a desire to expand referral networks.
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