Wealth Advisor Planning & Impact
Job in
Lake Forest, Lake County, Illinois, 60045, USA
Listing for:
Curi Capital
Full Time
position
Listed on 2026-11-14
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A national registered investment advisory firm is seeking a passionate Wealth Advisor to offer comprehensive wealth planning advice and grow client relationships. This role requires a Certified Financial Planner designation, five years of wealth management experience, and a strong commitment to serving clients. The position is based in Lake Forest, Illinois, with a competitive salary range of $120,000 - $200,000.
Comprehensive benefits include health insurance, education assistance, and a 401(k) plan.
This role, Wealth Advisor:
Growth, Planning & Impact at Curi Capital, could be your next opportunity. This posting is for the Wealth Advisor:
Growth, Planning & Impact role at Curi Capital, based in Lake Forest, IL, United States. We are looking to fill the Wealth Advisor:
Growth, Planning & Impact position at Curi Capital in Lake Forest, IL, United States.
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