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Client Wealth Planning Advisor
Job in
Lincolnshire, Lake County, Illinois, 60069, USA
Listed on 2026-07-17
Listing for:
Kestra Financial
Full Time
position Listed on 2026-07-17
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Kestra Financial is seeking a Service Advisor to deliver high-quality client service, perform financial analysis, and support portfolio management. You will meet with clients, review plans, and collaborate with the Lead Advisor to implement recommendations.
This role emphasizes tax planning, use of eMoney, and maintaining accurate client data. Strong communication and detail orientation are essential for success in a fast-paced environment.
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