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Senior Private Client Advisor | Wealth & Relationship Lead
Job in
Vernon Hills, Lake County, Illinois, 60061, USA
Listed on 2026-06-19
Listing for:
Baxter Credit Union
Full Time
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Financial Sales, Wealth Management
Job Description & How to Apply Below
Baxter Credit Union located in Vernon Hills, IL is seeking a candidate for a Private Client Service role focused on relationship management and exceptional service for high-profile members. The ideal applicant will have a strong sales and service background with 3+ years in the financial industry, along with robust interpersonal skills to effectively address members' financial needs.
This role involves acting as a single point of contact, ensuring that member needs are met seamlessly while also maintaining compliance and ethical standards in service delivery. The position offers a flexible work schedule and an opportunity for significant impact on member experiences.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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