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Wealth Management Associate: Relationships & Plans
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-02-28
Listing for:
ECG Resources, Inc.
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Sales
Job Description & How to Apply Below
A financial services firm in Chicago seeks an experienced Financial Advisor to collaborate with Senior Financial Advisors, enhance client relationships, and support business development opportunities. The ideal candidate has over 3 years of experience in financial services and will assist in delivering financial plans aligned with client goals. The role involves maintaining client information using the firm's CRM system and supporting client events.
Join a dynamic and growing team committed to exceptional service.
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Position Requirements
10+ Years
work experience
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