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Wealth Management Client Associate; Remote
Remote / Online - Candidates ideally in
Northbrook, Cook County, Illinois, 60065, USA
Listed on 2026-07-07
Northbrook, Cook County, Illinois, 60065, USA
Listing for:
R&R Human Resources Solutions
Remote/Work from Home
position Listed on 2026-07-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Infinity Strategic Partners, located in Northbrook, is seeking a detail-oriented Client Associate to support Financial Advisors in delivering exceptional client service. The role is primarily remote, with occasional visits to the office for collaboration and meetings.
Ideal candidates will have a Bachelor’s degree and up to 2 years of relevant experience, along with strong organizational and communication skills. Join a dynamic team in a relationship-driven financial practice focused on investment operations and financial planning.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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