Senior Wealth Advisor – Chicago, High Earning Potential

Central Business Solutions, Inc; Chicago (IL); On-site; USD 250,000 - 450,000; Full time

Benefits offered by this job

Full benefits

Job summary

Central Business Solutions, Inc in Chicago, IL seeks a Senior Wealth Management Advisor to join our high-net-worth practice. This full-time role offers extraordinary financial potential and requires a strong track record in investment sales and client relationship management.

Candidates should have 10–30 years of sales experience in wealth management, be active in the local community, and hold a four-year degree (MBA preferred). Relocation assistance is not available and travel is minimal.

Qualifications

• 10+ to 30 years of 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.
• Active in the local community; book of business not required but preferred.

Responsibilities

• Provide wealth management advisory services to affluent clients.
• Maintain a strong track record of investment sales and client relationship management.
• Collaborate with internal teams to deliver comprehensive financial solutions.

Skills

Sales experience

Wealth management

Affluent clients experience

Community involvement

Education

Bachelor's Degree

MBA

Job description

Central Business Solutions, Inc in Chicago, IL seeks a Senior Wealth Management Advisor to join our high-net-worth practice. This full-time role offers extraordinary financial potential and requires a strong track record in investment sales and client relationship management.

Candidates should have 10–30 years of sales experience in wealth management, be active in the local community, and hold a four-year degree (MBA preferred). Relocation assistance is not available and travel is minimal.