CFP® Private Wealth Planner — Strategy, Plans & Client Impact
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-09-07
Listing for:
RK Partners
Full Time
position Listed on 2026-09-07
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
RK Partners is seeking a Private Wealth Associate in Boston, MA to join a growing private wealth management team. The role blends financial planning with direct client relationships, partnering with a Private Wealth Advisor to analyze client situations, develop recommendations, prepare plans, and participate in client meetings.
Applicants should be CFP-certified with several years of wealth management experience, capable of building comprehensive plans and presenting recommendations to clients.
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