A leading financial advisory firm in Chicago is seeking a Sr. Wealth Advisor, Director to function as the primary trusted advisor for high net worth clients. The ideal candidate will have over 15 years of experience, a Bachelor's degree, and certifications such as CFP. This role includes managing client communications while ensuring adherence to company standards and providing subject matter expertise to the team. Competitive salary and flexible working arrangements offered.
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Director Financial Planning • Chicago, IL, US