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Wealth Management

Wealth Management Client Advocate

Job in Northbrook, Cook County, Illinois, 60065, USA
Listing for: Retirement Resource Center, LLC.
Full Time position
Listed on 2026-02-17
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A wealth management firm is seeking a dedicated Client Service Support professional to assist multiple Financial Advisors in providing top-notch service to clients. This role requires FINRA licenses, advanced industry knowledge, and a client-centric mentality. You'll ensure accuracy in client communications, help manage relationships, and support best practices. Ideal candidates are motivated self-starters with strong interpersonal skills and technological adaptability, ready to thrive in a dynamic environment.
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