Series 65 Licensed Wealth Advisor

Company: VirtualVocations
Location: Chicago
Posted on: February 1, 2025

Job Description:

A company is looking for a Wealth Advisor to assist clients in determining and implementing their overall wealth strategy.

Key Responsibilities

Provide strategic wealth planning and manage complex client situations
Implement and monitor client portfolios, ensuring alignment with investment policies
Lead client meetings and maintain ongoing communication with clients

Required Qualifications

Bachelor's degree in accounting or finance preferred
5+ years of experience as an Advisor with fee-based experience
CFP or CPA/PFS preferred
Series 65 licensing required
Specialized expertise in multiple functional and technical areas is a plus

Keywords: VirtualVocations, Hoffman Estates , Series 65 Licensed Wealth Advisor, Other , Chicago, Illinois

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