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Wealth Advisor: Strategic Planning & Client
Job in
South Naperville Area, Will County, Illinois, 60564, USA
Listed on 2026-02-28
Listing for:
PNC
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial services company is seeking a Wealth Advisor to develop tailored financial solutions for clients. In this role, you will consult on investment and insurance strategies, manage client relationships, and deliver exceptional customer service. Candidates must possess a Bachelor's degree and relevant experience in the financial sector. Key responsibilities include developing personalized financial plans and collaborating with internal teams to identify investment opportunities.
This role offers a competitive salary and comprehensive benefits including health coverage and 401(k).
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