Wealth Advisor: Remote Portfolio
Chicago, Cook County, Illinois, 60601, USA
Listed on 2026-10-30
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Finance & Banking
Portfolio & Asset Management, Wealth Management, Financial Advisor / Consultant
Altis Recruitment is partnering with a leading Canadian investment management organization to recruit a Wealth Advisor in Winnipeg, Manitoba. You will provide personalized investment guidance, develop financial plans, and manage long-term client relationships within an established book of business.
You’ll work with transitioning advisors and internal teams to ensure seamless service delivery while helping clients reach their financial goals.
This role, Wealth Advisor:
Remote with Established Portfolio at Altis Technology, could be your next opportunity.
We appreciate your interest in this position.
Join Altis Technology and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Wealth Advisor:
Remote with Established Portfolio role at Altis Technology, based in United States.
We are looking to fill the Wealth Advisor:
Remote with Established Portfolio position at Altis Technology in United States.
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