Holistic Wealth Advisor - Growth & Planning Focus

A leading financial services firm in Chicago is seeking a Wealth Advisor to enhance client relationships and foster practice growth through comprehensive financial planning. The successful candidate will manage and develop client portfolios, conduct plan reviews, and communicate strategies effectively to clients. A bachelor's degree in Finance or a related field is necessary, alongside licenses such as Series 7 & 66 and a desire to expand referral networks. #J-18808-Ljbffr