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Senior Wealth Planner for UHNW Families
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-08-02
Listing for:
Corient Services LLC
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Corient seeks a Wealth Planning professional to join our Chicago team. You will collect and analyze client financial information, prepare plans, and develop preliminary recommendations for review with Wealth Strategist.
The role requires 3–5 years of wealth management experience, a finance-related degree, CFP preferred, and strong knowledge of tax and estate planning. The position is exempt with a pay range of $75,000–$100,000 USD per year, onsite four days per week.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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