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Wealth Advisory Associate: UHNW Client Service & Planning
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-06-12
Listing for:
Connect Search, LLC
Full Time
position Listed on 2026-06-12
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services
Job Description & How to Apply Below
Connect Search, LLC is looking for a Client Advisory Associate in Chicago, IL to support senior advisors in serving ultra-high-net-worth families. This position involves preparing materials for client meetings, participating in discussions, and tracking action items.
The ideal candidate will have at least 2 years of experience in wealth management, family office, or financial planning, and will work in a collaborative environment focused on client service.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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