Senior Wealth Management Advisor - Oak Brook

Only for registered members Oak Brook, United States

1 month ago

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Job Summary

We are seeking an energetic
 and 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.,
 
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