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Wealth Management Advisor | CFP | Hybrid; in-office
Job in
Lake Forest, Lake County, Illinois, 60045, USA
Listed on 2025-12-31
Listing for:
Curi RMB Capital
Full Time
position Listed on 2025-12-31
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A national registered investment advisory firm is seeking a Wealth Advisor to provide comprehensive wealth planning advice and grow client relationships. The role requires a Bachelor's degree, CFP designation, and five years of relevant experience. Strong community involvement and relationship-building skills are essential. The position offers a competitive salary and target bonus between $115,000 and $325,000+, with strong preferences for in-office work three days a week.
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