Senior Wealth Advisor: Strategic Planning
Job in
Wheaton, DuPage County, Illinois, 60189, USA
Listed on 2026-02-18
Listing for:
TrustBank
Full Time
position Listed on 2026-02-18
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor
Job Description & How to Apply Below
A leading financial institution is seeking a Senior Trust & Wealth Advisor to join their wealth management team. The role involves developing personalized financial plans for high-net-worth individuals and families, engaging in client relationship management, and leading the acquisition of new clients. The ideal candidate will have a strong background in finance, exceptional communication skills, and be proactive in their approach.
This is a full-time position based in Wheaton, Illinois, and offers a competitive salary with comprehensive benefits.
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Position Requirements
10+ Years
work experience
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