Senior Wealth Management Advisor - Chicago, Illinois ,Full Time (MK)
$250,000–$450,000 year
On-siteChicago, Illinois, United States
Chicago, Illinois, United StatesOn-siteFull Time$250,000–$450,000 yearSenior LevelBachelors Degree
Full TimeSenior LevelBachelors Degree
Job Summary
Manage affluent client relationships and drive retail financial investment sales within the Chicago metro area. Lead sales initiatives for investment banking products, leveraging 10+ years of experience as a Senior Wealth Management Advisor or VP. Maintain active community engagement while delivering personalized financial strategies to high-net-worth individuals. No overnight travel is required, supported by excellent internal resources. This role offers extraordinary financial potential for candidates with a proven track record of investment sales achievement.
Required Qualifications
- 10-30 years successful sales experience as Senior Wealth Management Advisor or VP, Financial Advisor at an investment firm or financial or banking institution
- Extensive experience dealing with affluent clients
- Successful track record of retail financial investment sales (not wholesale sales)
- Active in community
- Four-year college degree
- Candidates should reside in the metro Chicago area
- Security Clearance Required: No
- Visa Candidate Considered: No
- 10+ to 15 years experience
- Minimum Education - Bachelor's Degree
- Willingness to Travel - Never
Desired Qualifications
- MBA
- A book of business
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.