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Wealth Management

Chief Wealth Advice Architect

Job in Rockford, Winnebago County, Illinois, 61103, USA
Listing for: Savant Wealth Management
Full Time position
Listed on 2025-12-18
Job specializations:
  • Finance & Banking
    Wealth Management
  • Management
    Wealth Management
Job Description & How to Apply Below
A leading wealth management firm in Rockford is looking for a Chief Advice Officer to shape the firm's integrated advice strategy. This role involves leading a high-performing team and ensuring the client experience is seamless across financial planning, risk management, and investment management. The ideal candidate must have significant experience in wealth management and strategic planning. This leadership position offers a robust benefits package and the opportunity to transform clients' financial futures.
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