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Senior Wealth Advisor & Relationship Manager
Job in
Palatine, Cook County, Illinois, 60251, USA
Listed on 2026-06-26
Listing for:
Cornerstone National Bank & Trust Company
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Cornerstone National Bank & Trust Company is looking for an experienced Wealth Advisor - Relationship Manager to build and deepen client relationships through comprehensive financial guidance. Ideal candidates will have 5–10 years of experience and a CFP designation. The role involves managing client portfolios, developing financial plans, and providing tailored advice on investments, retirement, and estate planning.
If you are passionate about delivering a high-touch client experience in a collaborative team environment, we encourage you to apply.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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