Wealth Management Associate - Oak Brook, IL
3 weeks ago

Job summary
Support a Senior Advisor/Partner in our organization and grow quickly to manage your own client base.
Responsibilities
- Client Management: Oversee a client responsibility list, ensuring regular touch points and reviews for comprehensive financial planning and investment management.
- Technical Experience: Analyze data, design financial plans, and present them effectively to the client base. Stay current with tax laws and serve as a resource for the team. Participate in best practice events to enhance your knowledge and skills.
Job description
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