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Senior Wealth Planning Advisor
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-07-24
Listing for:
WestPoint Financial Group
Full Time
position Listed on 2026-07-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
WestPoint Financial Group is seeking a professional to deliver personalized investment solutions to help clients pursue long-term financial goals. You will feel comfortable creating financial plans and double-checking details to ensure accuracy.
The role emphasizes building relationships, understanding client goals, and implementing investment, planning, and insurance strategies, with regular reviews to keep plans on track.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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