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Senior Wealth Planner — Leading HNW/UHNW Strategy
Job in
South Naperville Area, Will County, Illinois, 60564, USA
Listed on 2026-06-27
Listing for:
Squarely LLC
Full Time
position Listed on 2026-06-27
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Squarely LLC is seeking a Senior Financial Planner to partner closely with a Senior Advisor in managing a book of High Net Worth clients. This position involves designing and executing advanced wealth planning strategies, ensuring seamless service delivery and collaboration with internal teams.
Ideal candidates will have 7–10 years of experience in wealth management, exceptional communication skills, and a deep understanding of tax and estate planning. The role is in-office five days a week and emphasizes teamwork and integrity.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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