More jobs:
Elite Wealth Advisor — Holistic Planning HNW Clients
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-07-02
Listing for:
NextGenEnergyJobs
Full Time
position Listed on 2026-07-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Next Gen Energy Jobs is seeking a qualified financial planner in Chicago, Illinois, to manage client relationships, provide tailored advice, and oversee investment strategies. The ideal candidate will possess a CFP designation or be working towards it, have at least 5 years of experience in a wealth management context, and a strong understanding of financial markets.
This role requires exceptional communication skills and the ability to juggle multiple projects effectively. The company offers an opportunity to work with a top CPA firm while driving business results.
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