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Wealth Advisor
1 week ago
Regal Securities Glenview, United StatesWealth Advisor · Regal Advisory Services, Inc. Glenview, Illinois (Chicagoland) · Regal Securities, Inc. is a diversified financial services firm serving private clients, professional investors and institutions. We are adding a Wealth Advisor to our team to assist in the growt ...
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Wealth Advisor
6 days ago
Regal Securities, Inc. Glenview, United StatesJob Description · Job DescriptionWealth Advisor · Regal Advisory Services, Inc. Glenview, Illinois (Chicagoland) · Regal Securities, Inc. is a diversified financial services firm serving private clients, professional investors and institutions. We are adding a Wealth Advisor to ...
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Servicing Wealth Advisor
1 week ago
Windward Recruiting Northbrook, United StatesThis opportunity is for a · Servicing Wealth Advisor · in the Northshore Suburbs of Chicago. This Servicing Advisor thrives on building and fostering client relationships while collaborating with Senior Wealth Advisors and leadership staff. · DUTIES & RESPONSIBILITIES · Maint ...
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Wealth Advisor
1 week ago
Mowery & Schoenfeld Lincolnshire, United StatesAre you a client advisor in search of a firm with outstanding career development? · Do you have a passionfor investments and helping others reach their financial goals through strategic wealth management? · Our rapidly growing wealth management practice presents a fantastic opp ...
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Wealth Advisor
1 week ago
Hyre Personal Wealth Advisors Upper Arlington, United StatesWealth Advisor · Columbus, OH 43221 · WHO WE ARE · Hyre Personal Wealth, a growing wealth management practice, is seeking a Wealth Advisor to join us in helping those we serve gain confidence in their financial future and build strong financial legacies. This is your chance to be ...
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Wealth Advisor
1 week ago
Hyre Personal Wealth Advisors Upper Arlington, United StatesWealth Advisor · Columbus, OH 43221 · WHO WE ARE · Hyre Personal Wealth, a growing wealth management practice, is seeking a Wealth Advisor to join us in helping those we serve gain confidence in their financial future and build strong financial legacies. This is your chance to be ...
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Wealth Management Advisor II
1 week ago
Fifth Third Northbrook, United StatesMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Serves as the trusted advisor and team coordinator to simplify complexity for Private ...
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Wealth Advisor
1 week ago
Hyre Personal Wealth Advisors Upper Arlington, United StatesWealth Advisor · Columbus, OH 43221 · WHO WE ARE · Hyre Personal Wealth, a growing wealth management practice, is seeking a Wealth Advisor to join us in helping those we serve gain confidence in their financial future and build strong financial legacies. This is your chance to be ...
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Wealth Advisor
6 days ago
Cornerstone National Bank & Trust Company Palatine, United StatesJOB DESCRIPTION · As a Wealth Advisor at Cornerstone, you will play a crucial role in assisting clients with their financial planning and wealth management needs. The ideal candidate will hold a Certified Financial Planner (CFP) or Accredited Wealth Management Advisor (AWMA) desi ...
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Wealth Advisor
4 days ago
Cornerstone National Bank & Trust Company Palatine, United StatesJOB DESCRIPTION · As a Wealth Advisor at Cornerstone, you will play a crucial role in assisting clients with their financial planning and wealth management needs. The ideal candidate will hold a Certified Financial Planner (CFP) or Accredited Wealth Management Advisor (AWMA) des ...
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Wealth Advisor
1 day ago
Cornerstone National Bank & Trust Company Palatine, United StatesJOB DESCRIPTION · As a Wealth Advisor at Cornerstone, you will play a crucial role in assisting clients with their financial planning and wealth management needs. The ideal candidate will hold a Certified Financial Planner (CFP) or Accredited Wealth Management Advisor (AWMA) desi ...
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Wealth Advisor
1 week ago
Busey Schaumburg, United StatesWHAT YOU'LL DO · The Wealth Advisor's (WA) primary responsibility is to serve as personal relationship manager to Busey Wealth Management clients. The Advisor will engage in proactive and ongoing communication with clients to build and maintain relationships and to develop a dee ...
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BlueHorizon Solutions North Chicago, United StatesOPUS ONE Recruitment is an established and dynamic company based in the heart of Munich. We offer attractive positions for applicants and also recruit qualified personnel for companies. With our specialized industry knowledge, we have access to various opportunities for collabora ...
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Wealth Advisor
1 week ago
Transcend Practice Management Chicago, United StatesWealth Service Advisor · Location: Downtown Chicago (in office) · Hours: Mon-Fri 8am-5pm · Compensation: $100,000 - $120,000, based on experience · The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future ...
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Wealth Advisor
1 week ago
Windward Recruiting Chicago, United StatesThe · Wealth Advisor · role involves exposure to a wide variety of Wealth Management areas including financial planning, client relationship management, portfolio management, and tax planning. The · Wealth Advisor · role has responsibility for managing existing client relatio ...
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Wealth Advisor
2 weeks ago
Transcend Practice Management Chicago, United StatesJob Description · Job Description · Wealth Service Advisor · Location: Downtown Chicago (in office) · Hours: Mon-Fri 8am-5pm · Compensation: $100,000 – $120,000, based on experience · The best and brightest always have choices in the wealth management arena. Working with our f ...
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Wealth Advisor
1 week ago
Fifth Third Bank, N.A. Chicago, United StatesMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Serves as the trusted advisor and team coordinator to simplify complexity for Private ...
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Wealth Advisor
1 day ago
Fifth Third Chicago, United StatesMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Serves as the trusted advisor and team coordinator to simplify complexity for Privat ...
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Wealth Advisor
1 week ago
Fifth Third Chicago, United StatesMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Serves as the trusted advisor and team coordinator to simplify complexity for Privat ...
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Wealth Advisor
6 days ago
Transcend Practice Management Chicago, United StatesJob Description · Job Description · Wealth Service Advisor · Location: Downtown Chicago (in office) · Hours: Mon-Fri 8am-5pm · Compensation: $100,000 – $120,000, based on experience · The best and brightest always have choices in the wealth management arena. Working with our firm ...
Wealth Advisor - Northbrook, United States - Windward Recruiting
Description
ThisWealth Advisor
will be responsible for developing relationships with and providing financial planning advice to ultra/high net worth clients while collaborating with senior leadership to uphold the firm's commitment to excellence and client satisfaction.
Provide comprehensive financial planning advice to ultra/high net worth clients, ensuring alignment with their unique goals and objectives
Conduct thorough portfolio and financial planning reviews, offering insightful recommendations to optimize client investments
Cultivate client relationships based on trust, transparency, and personalized service
Actively manage client portfolios in adherence to firm policies and industry regulations
Engage in firm-wide initiatives and projects, contributing your expertise to drive strategic growth and innovation
QUALIFICATIONS
Bachelor's degree from an accredited college or university
Preferred certifications include CFP or CPA/PFS
5+ years of experience in financial planning
Possession of FINRA series 7 and 66 licenses
Demonstrated organizational prowess, with meticulous attention to detail
Exceptional verbal and written communication skills to effectively engage with clients
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