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Financial Consultant Wealth Management Financial Advisor

Senior Wealth Advisor & Client Strategy Leader

Job in South Naperville Area, Will County, Illinois, 60564, USA
Listing for: Sikich LLP
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm is seeking a Lead Wealth Advisor in Naperville, Illinois. This role involves managing complex client situations, guiding clients, and implementing effective wealth strategies. The ideal candidate has at least five years of experience as a fee-based Advisor, preferably with a background in accounting or finance. Strong communication skills and a deep understanding of financial planning are essential.

The position offers a competitive compensation package with extensive benefits including flexible time off and a robust wellness program.
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Position Requirements
10+ Years work experience
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