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Holistic Wealth Advisor Affluent Clients

Job in Sugar Grove, Kane County, Illinois, 60554, USA
Listing for: First National Bank of Omaha
Full Time position
Listed on 2025-11-29
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Holistic Wealth Advisor for Affluent Clients
An established industry player seeks a Financial Advisor to guide affluent clients through personalized investment management and comprehensive financial planning. This role emphasizes building strong client relationships and delivering tailored solutions that align with clients' long-term goals. The ideal candidate will have a solid background in the financial services industry, with proven sales skills and the ability to collaborate effectively within a team.

Join a forward-thinking organization that values innovation and community engagement, offering a modern workplace and a commitment to employee success.
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