About this opportunity
PrairieView Wealth & Tax Advisors lists this Lead Wealth Advisor – Own Client Relationships (Chicago) opportunity in chicago, Illinois. Review the employer’s description below for duties, qualifications and application requirements.
Job description
PrairieView Wealth & Tax Advisors in Chicago seeks a Senior Wealth Advisor to own client relationships, deliver comprehensive planning, and be the first advisor in this office. You will set the tone and drive growth with the tax and investment teams, building trusted, long-term client partnerships.
You will grow a book, mentor junior advisors, and lead a structured client handoff from tax to wealth planning, shaping the office culture and strategy for ongoing success.
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Worksite address
chicago, IL, 60290, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.