- Chicago, Illinois, United States
- $90K–$180K per year
- 1–5 years
Provides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth client segments.
Compensation
$90,000.00 - $180,000.00
Responsibilities
- Develops detailed and complex financial plans for clients
- Conducts presentations to clients
- Implements strategies to increase scope of services
- Develops internal/external networks and referral sources
- Ensures region's client experience standards
Requirements
- post-secondary degree in related field of study