Wealth Advisory Associate: UHNW Client Service & Planning
Connect Search, LLC
Connect Search, LLC is looking for a Client Advisory Associate in Chicago, IL to support senior advisors in serving ultra-high-net-worth families. This position involves preparing materials for client meetings, participating in discussions, and tracking action items. The ideal candidate will have at least 2 years of experience in wealth management, family office, or financial planning, and will work in a collaborative environment focused on client service. #J-18808-Ljbffr Connect Search, LLC
Vacancy posted 4 days ago
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