Associate Financial Advisor
JCW Group
JCW is partnered with a growing wealth management firm in the Chicago area as they're looking to hire a Client Services Advisor. This role will help support the firm's lead advisor/founder in managing client relationships, financial planning, and some prospecting as they continue to grow. This role will be liaising with and taking over some of the firm's existing client accounts, so prior HNW relationship management experience is desired. An ideal candidate will be Series 65/66 licensed and will have at least a few years of experience being in front of high-net-worth clients. If this sounds like you, please apply directly and a member of JCW will be in touch. #J-18808-Ljbffr JCW Group
Vacancy posted 2 days ago
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