Wealth Planning Advisor | Tax-Savvy Client Partner
Job in
Lincolnshire, Lake County, Illinois, 60069, USA
Listed on 2026-07-14
Listing for:
Kestra Holdings
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Kestra Financial in Lincolnshire, IL seeks a Service Advisor to deliver high‑quality client service, financial analysis, and portfolio management support. You will meet with clients, review plans, and collaborate with the Lead Advisor to implement recommendations and execute trades using eMoney and other tools.
You bring a bachelor’s in Finance or Business, 2+ years in wealth management, and a Series 65. The role emphasizes tax planning, retirement strategies, and strong client communication in
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