More jobs:
Financial Planning & Client Service Advisor
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-07-23
Listing for:
Merit Financial Advisors
Full Time
position Listed on 2026-07-23
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Merit Financial Advisors in Chicago seeks a Service Advisor, a licensed financial professional supporting the advisory team to deliver financial planning and investment advice. You will work with clients to implement strategies, prepare plans, and provide ongoing service.
This role requires a bachelor’s degree in finance or related field, strong knowledge of financial planning, excellent communication, and eagerness to learn firm technologies.
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