Senior Wealth Advisor ‑Net‑Worth Portfolios
Job in
Oak Brook, DuPage County, Illinois, 60523, USA
Listed on 2025-12-20
Listing for:
Soltis Investment Advisors
Full Time
position Listed on 2025-12-20
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A nationwide financial advisory firm is seeking a Senior Wealth Management Advisor to manage a diverse portfolio of over 100 clients. The role involves cultivating client relationships, providing comprehensive financial planning, and collaborating with a wealth management team to develop investment strategies. Ideal candidates will possess a Bachelor's degree and have 1-5 years of experience in financial services, particularly with high-net-worth individuals.
This full-time position offers a competitive salary and a comprehensive benefits package.
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Position Requirements
10+ Years
work experience
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