Wealth Advisor; CFP Own Client Relationships
Job in
Joliet, Will County, Illinois, 60432, USA
Listed on 2026-08-28
Listing for:
Masis Professional Group
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Masis Professional Group, a growing wealth advisory firm in Chicago's western suburbs, seeks a Wealth Advisor to serve as a trusted relationship manager for individuals and families. You will guide clients through comprehensive financial planning, present plans, and coordinate investments with senior advisors.
The ideal candidate has CFP designation and several years of advisory experience, with strong communication skills and an entrepreneurial mindset to grow the book of business within a
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