Wealth Management Advisor & Client Services Lead
Listed on 2026-10-18
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Lead Advisor in Greater Chicago is seeking a Service Manager to deliver financial plans and prepare case materials for client meetings. You will also coordinate service for clients and prospects and serve as the focal point for workflow between teams.
In this role, you will act as Relationship Manager for a subset of clients, upholding confidentiality and delivering clear, professional communication using Microsoft Office and related tools.
Our organisation is growing, and we are hiring a Wealth Management Advisor & Client Services Lead in Vernon Hills, IL, United States.
We have an opening for a Wealth Management Advisor & Client Services Lead in Vernon Hills, IL, United States within Finance, Sales.
This role, Wealth Management Advisor & Client Services Lead at Lead Advisor, could be your next opportunity.
Are you ready to take on the Wealth Management Advisor & Client Services Lead role at Lead Advisor?
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