Senior Wealth Management Advisor - Chicago, Illinois ,Full Time (MK)

Central Business Solutions, Inc

$250K — $450K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10-30 years of successful sales experience in financial services, particularly as Senior Wealth Management Advisor or VP, Financial Advisor.
  • Extensive experience in retail financial investment sales with affluent clients.
  • Strong community involvement and networking skills are critical.
  • A four-year college degree is mandatory, with an MBA preferred.
  • Candidates must be based in the metro Chicago area.

Responsibilities

  • Engage affluent clients to manage and grow their wealth effectively.
  • Develop personalized financial strategies tailored to client needs.
  • Maintain strong relationships to encourage client loyalty and referrals.
  • Stay updated on financial markets to provide relevant advice.
  • Leverage provided support resources to maximize client satisfaction.

Benefits

  • Full benefits package provided to employees.
  • No overnight travel required, promoting work-life balance.
  • Exceptional financial potential based on performance.
Full Job Description
JobDescription
Industry: Financial Services - Investment Banking
Job Category: Sales / Marketing
Candidates should have 10-30 years successful sales experience as Senior Wealth Management Advisor or VP, Financial Advisor at an investment firm or financial or banking institution. Extensive experience dealing with affluent clients required.Must have a successful track record of retail financial investment sales (not wholesale sales). Must be active in community. Abook of business is not a requirement but preferred.

Four-year college degree required, MBA preferred.Candidates should reside in the metro Chicago area.

There is no overnight travel. Excellent support provided. This position has extraordinary financial potential for a talented Wealth Management Advisor with a record of investment sales achievement.

Security Clearance Required: No
Visa Candidate Considered: No
Compensation
Base Salary - USD $250,000 to $450,000

Full-time
Benefits - Full
Relocation Assistance Available - No
Commission Compensation - No
Bonus Eligible - No
Overtime Eligible - No
Interview Travel Reimbursed - No
Candidate Details
10+ to 15 years experience
Seniority Level - Mid-Senior
Management Experience Required - No
Minimum Education - Bachelor's Degree
Willingness to Travel - Never

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