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

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

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

Job Description

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. A book 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