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Senior Wealth Advisor - Investments & Planning
Job in
DeKalb, DeKalb County, Illinois, 60115, USA
Listed on 2026-07-03
Listing for:
FNBO
Full Time
position Listed on 2026-07-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
FNBO, located in DeKalb, Illinois, is seeking a Sr. Associate, Investments and Planning to advise affluent clients on investment management and financial planning. The role requires a Bachelor's degree and at least 3 years of experience in the financial services industry.
The ideal candidate will be responsible for client meetings, investment objectives assessment, and developing business networks. Strong communication and proven sales skills are essential. FNBO values a collaborative work environment that fosters professional growth.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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