About this opportunity
Lead Advisor lists this Wealth Management Advisor & Client Services Lead opportunity in vernon hills, Illinois. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Lead Advisor in Greater Chicago is seeking a Service Manager to deliver financial plans and prepare case materials for client meetings. You will also coordinate service for clients and prospects and serve as the focal point for workflow between teams.
In this role, you will act as Relationship Manager for a subset of clients, upholding confidentiality and delivering clear, professional communication using Microsoft Office and related tools.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.