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Job description
A leading financial services firm in Chicago is seeking a Financial Planner to join its Wealth Advisory team. This full-time, non-sales position offers a hybrid work schedule and focuses on sophisticated planning, investments, and trusts. Candidates should have 3+ years' experience in wealth management or related fields, with strong analytical and interpersonal skills. The role involves coordinating tax planning, preparing charitable gifts, and supporting wealth planning services for a distinguished family. Training is provided for Tax Seniors transitioning into this role.
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Worksite address
chicago, IL, 60290, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.