Wealth Advisory Client Services Specialist
Job in
Oakbrook Terrace, DuPage County, Illinois, USA
Listed on 2026-06-13
Listing for:
Financial Planner Recruiting, LLC
Full Time
position Listed on 2026-06-13
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor, Financial Consultant, Financial Analyst
Job Description & How to Apply Below
Financial Planner Recruiting, LLC is looking for a Financial Services Associate in Oakbrook Terrace, IL. This role includes providing organizational support to the wealth advisory team and delivering outstanding client service. Candidates should have a bachelor's degree and ideally 2-3 years of experience in a client service role within a financial planning firm.
The position offers a base salary of $75k-$90k along with quarterly bonus opportunities and a health insurance package. Additional benefits include a four-day work schedule in summer and generous PTO policy.
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