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Client-Focused Wealth Planning Advisor
Job in
Lincolnshire, Lake County, Illinois, 60069, USA
Listed on 2026-08-21
Listing for:
Bluespring Wealth Partners, LLC
Full Time
position Listed on 2026-08-21
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Kestra Financial, Inc. is seeking a Service Advisor to deliver high-quality client service, financial analysis, and portfolio support. You will review tax returns, assist with tax planning, and work with eMoney to maintain client plans under supervision of the Lead Advisor.
You will meet with clients, refine financial plans, and ensure accurate implementation of recommendations while handling trades and ongoing plan reviews in a fast-paced environment.
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