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Senior Financial Advisor: Wealth Planning & Portfolio Strategy
Job in
North Barrington, Lake Barrington, Lake County, Illinois, USA
Listed on 2026-06-08
Listing for:
World Insurance Associates, LLC.
Full Time
position Listed on 2026-06-08
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
World Insurance Associates, LLC. is looking for a Senior Financial Advisor to provide comprehensive financial planning and investment management services to high-net-worth clients. This position entails developing personalized financial plans and investing strategies while ensuring compliance with regulations.
Applicants should possess a Bachelor's degree in finance or related fields and have 5-10 years of relevant experience. The role offers a collaborative team environment and various perks including health insurance and a 401(k) plan with employer match.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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