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Senior Financial Advisor - Wealth & Retirement Planner
Job in
Barrington, Lake County, Illinois, 60011, USA
Listed on 2026-01-31
Listing for:
World Insurance As
Full Time
position Listed on 2026-01-31
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A national financial services firm is seeking a Senior Financial Advisor to deliver comprehensive financial planning and investment management services to clients. Responsibilities include developing personalized financial plans and managing client investment portfolios. Ideal candidates will have a bachelor's degree in finance or related fields, 5-10 years of client-facing experience, and preferably a CFP® designation.
This role offers a collaborative and supportive work environment, focusing on professional growth and client service.
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Position Requirements
10+ Years
work experience
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