Talent.com
CFP Licensed Wealth Advisor
CFP Licensed Wealth AdvisorVirtualVocations • Gary, Indiana, United States
CFP Licensed Wealth Advisor

CFP Licensed Wealth Advisor

VirtualVocations • Gary, Indiana, United States
job_description.job_card.1_day_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

A company is looking for a Senior Advisor, Wealth Management Service.

Key Responsibilities

Provide exceptional onboarding experiences for new clients

Develop comprehensive financial plans tailored to clients' unique situations and goals

Create custom investment proposals that align with clients' financial objectives and risk tolerance

Required Qualifications

CFP or IQFP designation required (CPA is a valuable asset)

CIM or CFA designation required

5+ years of experience in wealth management or financial advisory roles

Proven track record of delivering exceptional client service

Strong financial planning and investment management knowledge

serp_jobs.job_alerts.create_a_job

Wealth Advisor • Gary, Indiana, United States

Job_description.internal_linking.related_jobs
1834 Wealth Advisor

1834 Wealth Advisor

Old National Bank • Chicago, IL, United States
serp_jobs.job_card.full_time
Old National Bank has been serving clients and communities since 1834.With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve.As a trusted part...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Advisor

Wealth Advisor

Regal Securities, Inc. • Glenview, IL, US
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
Wealth Advisor Regal Securities, Inc.Glenview, IL, Orlando, FL, Fort Myers, FL Regal Securities, Inc.We are adding a Wealth Advisor to our team to assist in the growth of our Wealth Management busi...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30
Wealth Financial Advisor - Greater Chicago, IL Area

Wealth Financial Advisor - Greater Chicago, IL Area

Corebridge Financial • Chicago, IL, US
serp_jobs.job_card.full_time
At Corebridge Financial, we believe action is everything.That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their fi...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
1834 Wealth Advisor

1834 Wealth Advisor

Old National Bancorp • Chicago, IL, US
serp_jobs.job_card.full_time
Old National Bank has been serving clients and communities since 1834.With approximately $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve.As a tru...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
1834 Wealth Advisor III

1834 Wealth Advisor III

Old National Bancorp • Chicago, IL, US
serp_jobs.job_card.full_time
Old National Bank has been serving clients and communities since 1834.With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve.As a trusted part...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Advisor

Wealth Advisor

CI Financial Corp. • Chicago, IL, US
serp_jobs.job_card.permanent
At Corient, we help ultra-high / high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30
Wealth Management Advisor - Oak Lawn, ILCategorySales & Relationship ManagementJob Id2025-0004014LocationOak Lawn, IL, United StatesPosting Start Date06 / 26 / 2025Anticipated Posting End Date08 / 15 / 2025Job TypeFull time

Wealth Management Advisor - Oak Lawn, ILCategorySales & Relationship ManagementJob Id2025-0004014LocationOak Lawn, IL, United StatesPosting Start Date06 / 26 / 2025Anticipated Posting End Date08 / 15 / 2025Job TypeFull time

US Bank • Oak Lawn, IL, US
serp_jobs.job_card.full_time
Bank, we're passionate about helping customers and the communities where we live and work.The fifth-largest bank in the United States, we're one of the country's most respected, innovative, and suc...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Advisor Partner

Wealth Advisor Partner

Wisepath Group • Chicago, IL, US
serp_jobs.job_card.permanent
serp_jobs.filters_job_card.quick_apply
Wealth Advisor – Build Your Practice on an Industry-Leading RIA & BD Platform Why Join Us?.At Wisepath Financial Group , we equip elite advisors with the freedom of an independent model, ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30
Wealth Management Advisor - Oak Lawn, IL

Wealth Management Advisor - Oak Lawn, IL

U.S. Bancorp • Oak Lawn, IL, US
serp_jobs.job_card.full_time
The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
1834 Wealth Advisor III

1834 Wealth Advisor III

Old National Bank • Chicago, IL, United States
serp_jobs.job_card.full_time
Old National Bank has been serving clients and communities since 1834.With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve.As a trusted part...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Senior Wealth Advisor

Senior Wealth Advisor

Northern Trust • Chicago, IL, US
serp_jobs.job_card.full_time
The Senior Wealth Advisor acts as a technical expert in complex relationships for high-net-worth clients who desire a sophisticated, multi-disciplinary wealth plan. This role will partner with relat...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Planner

Wealth Planner

CI Financial Corp. • Chicago, IL, US
serp_jobs.job_card.full_time
Increasing level of financial planning and investment knowledge through practice and advancing responsibility of planning teams and Wealth Advisors. Completes financial plans, investment reports, ta...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30
Private Bank Wealth Advisor III

Private Bank Wealth Advisor III

Huntington • Chicago, IL, US
serp_jobs.job_card.full_time
Private Bank Wealth Advisor III.The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Director- Wealth Advisory

Director- Wealth Advisory

Principal Financial Group, Inc. • USA, Illinois, Chicago
serp_jobs.job_card.full_time +1
We have a couple opportunities to drive sales activities for Principal Funds Distribution throughout a few regions : Dakotas and Minnesota, WI and the Upper Peninsula of MI; or Chicago.This position...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days
PWM Private Wealth Advisor

PWM Private Wealth Advisor

U.S. Bancorp • Chicago, IL, US
serp_jobs.job_card.full_time
Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives.Our teams advise clients holistically on wealth and estate planning, investments, banking, credit,...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Advisor - PNC Investments

Wealth Advisor - PNC Investments

PNC • Chicago, IL, US
serp_jobs.job_card.full_time +1
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Private Wealth Advisor - Director

Private Wealth Advisor - Director

Bmo • Chicago, IL, US
serp_jobs.job_card.part_time
Job Opportunity In Wealth Sales And Service.Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exc...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor

Financial Advisor

Insight Global • Chicago, IL, US
serp_jobs.job_card.full_time
Licensed Financial Representative Or Investment Advisory Representative.This licensed Financial Representative or Investment Advisory Representative will work as a 1099 independent contractor to se...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Private Wealth Advisor

Private Wealth Advisor

Bmo • Winnetka, IL, US
serp_jobs.job_card.part_time
Wealth Sales And Service Position.Job Family Group : Wealth Sales & Service.Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client r...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
VP / Wealth Advisor

VP / Wealth Advisor

AllianceBernstein • Chicago, IL, US
serp_jobs.job_card.full_time
The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside.Bernstein PWM is widely recognized for its distinctive, distinguished platform o...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted