Wealth Management Client Advisor | Growth & Impact

Advisor Talent Solutions; Morton (IL); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Dental and vision coverage

401(k) with employer match

Paid time off (3 weeks)

9 paid holidays

Educational reimbursement

Profit sharing opportunities

Advisor incentive trips

Job summary

Advisor Talent Solutions in Morton, IL seeks a Service Advisor in Wealth Management to join a growing practice that centers on personalized client service, financial planning, and long-term relationships.

You will be client-facing, manage existing relationships, deliver thoughtful financial guidance, and grow professionally within a collaborative team. This role emphasizes building lasting client connections and advancing toward greater responsibility.

Qualifications

• 1–3 years of experience in financial services, wealth management, or related client-facing role.
• Foundational knowledge of financial planning concepts and wealth management services.
• Willingness to obtain additional credentials as needed.

Responsibilities

• Manage and strengthen relationships with existing wealth management clients.
• Support implementation and ongoing management of personalized financial plans.
• Conduct client meetings and periodic reviews to assess goals, needs and life changes.
• Respond to client questions and coordinate follow-ups with timely communication.
• Identify opportunities to deepen relationships and enhance client experience.
• Collaborate with lead advisors, financial planning, operations, marketing and client service teams.

Skills

Relationship-building

Communication

Organizational skills

Client-first mindset

Industry licenses

Education

Financial services licenses

Job description

Advisor Talent Solutions in Morton, IL seeks a Service Advisor in Wealth Management to join a growing practice that centers on personalized client service, financial planning, and long-term relationships.

You will be client-facing, manage existing relationships, deliver thoughtful financial guidance, and grow professionally within a collaborative team. This role emphasizes building lasting client connections and advancing toward greater responsibility.