Senior Wealth Manager - Client Strategy & Growth
Creative Planning
A financial advisory firm is seeking a Wealth Manager to work directly with clients on their financial planning needs. Responsibilities include serving as the primary point of contact, creating and managing complex financial plans, and driving business development to increase market share in Central Illinois. The ideal candidate should have at least 7 years of financial services experience, a Bachelor’s degree, and a strong ability to present complex information clearly. Excellent proficiency in MS Office is required, and adaptability to new technology is essential. #J-18808-Ljbffr
Vacancy posted 4 days ago
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