Private Client Advisor
Jobtailor
Jobtailor is seeking a seasoned Private Bank Client Manager in Illinois to expand client relationships, advise on financial needs, and coordinate across the enterprise to deliver a Branded Client Experience. The role includes oversight of residential mortgage loans subject to SAFE Act registration. Qualified candidates have extensive wealth management experience, Series 7/63/65 or 66 licenses, and advanced degrees or certifications such as MBA, CFP, CPA, CFA, CTFA, or CFM. #J-18808-Ljbffr
Vacancy posted 13 hours ago
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