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Financial Advisor / Consultant

Associate Advisor: Financial Planning & Client Growth

Job in Deerfield, Lake County, Illinois, 60063, USA
Listing for: Blue Trust, Inc.
Full Time position
Listed on 2026-08-22
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 65000 - 85000 USD Yearly USD 65000.00 85000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Deerfield is seeking an Associate Advisor to support client relationships with technical expertise in investments and financial planning. This role includes leading client meetings, developing new business opportunities, and preparing customized financial plans. Ideal candidates will have 2-5 years of experience in financial planning, excellent communication skills, and proficiency in financial software. The company offers a dynamic environment focused on client service excellence.
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Position Requirements
10+ Years work experience
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