Wealth Advisor: Growth, Planning & Impact

Curi Capital; Lake Forest (IL); On-site; USD 120,000 - 200,000; Full time

Benefits offered by this job

Comprehensive health benefits

Annual bonus opportunity

401(k) with employer match

Flexible time off

13 paid holidays annually

Job summary

A national registered investment advisory firm is seeking a passionate Wealth Advisor to offer comprehensive wealth planning advice and grow client relationships. This role requires a Certified Financial Planner designation, five years of wealth management experience, and a strong commitment to serving clients. The position is based in Lake Forest, Illinois, with a competitive salary range of $120,000 - $200,000. Comprehensive benefits include health insurance, education assistance, and a 401(k) plan.

Qualifications

• Five years of relevant experience managing all facets of wealth management.
• Experience serving physicians is preferred but not required.
• Demonstrate strong, established client relationships.

Responsibilities

• Offer comprehensive wealth planning and advice.
• Grow business through business development and referrals.
• Develop best practices for maintaining strong client relationships.

Skills

Team-oriented, relationship-driven advisor

Strong communicator

High attention to detail

Strong critical thinking skills

Education

Certified Financial Planner (CFP) designation

Bachelor’s degree

Tools

Financial planning software (MoneyGuide or eMoney)

Job description

A national registered investment advisory firm is seeking a passionate Wealth Advisor to offer comprehensive wealth planning advice and grow client relationships. This role requires a Certified Financial Planner designation, five years of wealth management experience, and a strong commitment to serving clients. The position is based in Lake Forest, Illinois, with a competitive salary range of $120,000 - $200,000. Comprehensive benefits include health insurance, education assistance, and a 401(k) plan.