Senior Wealth Management Advisor - Oak Brook
1 month ago

Job Summary
We are seeking an energeticand driven Senior Wealth Management Advisor to join our fast-growing Mid-West Team.
- Manage a portfolio of over 100 Wealth Management clients
- Ensure high levels of client retention by providing ongoing service,cultivating strong relationships,and delivering regular portfolio reviews
- Assist clients with complex financial planning
Collaborate with the wealth management team to build customized investment portfolios,
including stocks,bonds ETFs structured notes,and alternative investments.Contribute
to building new client relationships in partnership with strategic partners.,
Job description
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