Senior Wealth Advisor — Remote Planning
Remote / Online - Candidates ideally in
Oakbrook Terrace, DuPage County, Illinois, USA
Listed on 2026-09-02
Oakbrook Terrace, DuPage County, Illinois, USA
Listing for:
LeoForce
Part Time, Remote/Work from Home
position Listed on 2026-09-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Leo Force is seeking a highly experienced Senior Financial Advisor in Oakbrook Terrace, IL, to manage and grow a portfolio of high-net-worth clients. The role entails leading client relationships, delivering tailored financial advice, and collaborating with a team of wealth advisors to provide comprehensive investment strategies.
Ideal candidates have a Bachelor's degree, 10+ years in relevant fields, and Series 65, CFP, or CFA certification.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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