Senior Wealth Portfolio Advisor
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-06-19
Listing for:
CFA Institute
Full Time
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Portfolio Manager
Job Description & How to Apply Below
CFA Institute in Chicago is seeking a National Portfolio Advisor responsible for providing comprehensive investment solutions to high net worth clients. This role involves managing complex investment portfolios, advising on strategies, and collaborating with internal partners to enhance client relationships.
The ideal candidate will have at least 15 years of investment experience, possess an advanced degree, and demonstrate strong analytical and decision-making skills. Competitive salary range of $205, USD along with a comprehensive benefits package is offered.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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