Northbrook, IL
As an integral part of a Northshore Chicagoland boutique financial services firm, the Wealth Advisor plays a pivotal role in developing and fostering meaningful connections with high/ultra-high-net-worth clients. You’ll be responsible for maintaining the standard of excellence while providing unwavering dedication to client satisfaction.


  • Provide comprehensive financial planning advice to ultra/high net worth clients, ensuring alignment with their unique goals and objectives
  • Conduct thorough portfolio and financial planning reviews, offering insightful recommendations to optimize client investments
  • Cultivate client relationships based on trust, transparency, and personalized service
  • Actively manage client portfolios in adherence to firm policies and industry regulations
  • Engage in firm-wide initiatives and projects, contributing your expertise to drive strategic growth and innovation

  • Bachelor's degree from an accredited college or university
  • Preferred certifications include CFP or CPA/PFS
  • 7-10+ years of experience in financial planning
  • Possession of FINRA series 7 and 66 licenses
  • Demonstrated organizational prowess, with meticulous attention to detail
  • Exceptional verbal and written communication skills to effectively engage with clients