Wealth Planning Advisor | Tax-Savvy Client Partner

Kestra Holdings

Kestra Financial in Lincolnshire, IL seeks a Service Advisor to deliver high‑quality client service, financial analysis, and portfolio management support. You will meet with clients, review plans, and collaborate with the Lead Advisor to implement recommendations and execute trades using eMoney and other tools. You bring a bachelor’s in Finance or Business, 2+ years in wealth management, and a Series 65. The role emphasizes tax planning, retirement strategies, and strong client communication in #J-18808-Ljbffr Kestra Holdings

Apply

Vacancy posted 3 days ago

Similar jobs that could be interesting for youBased on the Wealth Planning Advisor | Tax-Savvy Client Partner in Lincolnshire, IL vacancy

Client-Focused Wealth Planning Advisor
...Financial, Inc. is seeking a Service Advisor to deliver high-quality client service, financial analysis,... ...support. You will review tax returns, assist with tax planning, and work with eMoney to... ...a fast-paced environment. #J-18808-Ljbffr Bluespring Wealth Partners, LLC
Tax
Bluespring Wealth Partners, LLC
Lincolnshire, IL
5 days ago
College Financial Representative, Internship Program
$1,000 per month
...integrated financial planning practice from the... ...your business and client base Develop... ...Representative or Advisor role upon graduation... ...tools Business savvy and desire to... ...Representatives are valued partners and proud business... ...1 for income tax purposes, and a "statutory...
Tax
Full time
Contract work
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual Life Insurance Company
Vernon Hills, IL
4 days ago
Senior Wealth Advisor
...Senior Wealth Advisor The Senior Wealth Advisor serves... ...for an assigned book of clients. This role is responsible... ...financial planning, investment management... ...of external assets. Partner with Business Development... ...investments, insurance, tax, estate, philanthropy)...
Tax
MAI Capital Management, LLC
Deerfield, IL
2 days ago
Financial Planner
...Financial Services / Wealth Management Compensation... ...opportunity for a client-focused financial professional... ...and retirement planning guidance. The position... ..., investment analysis, tax planning, insurance analysis... ...with senior advisors and other members of the...
Tax
Full time
Relocation package
Calqulate
Buffalo Grove, IL
5 days ago
Financial Agent Entry Level
...as you build a career serving clients in the financial services industry... ...J. Viveiros, CLU® – Managing Partner: Chris began his career with... ...a comprehensive financial planning approach. You will work closely... ...illness. Estate Conservation and Tax Diversification: Assisting...
Tax
Live in
Work at office
Local area
Work from home
Flexible hours
New York Life
Deerfield, IL
5 days ago
Financial Advisor
$61k - $119k
...Financial Advisor Opportunity At Northwestern... ...you can help your clients achieve their... ...through financial planning. On your path to becoming... ...are valued partners and proud business... ...contractors3 for income tax purposes, and a... ...Northwestern Mutual Wealth Management Company...
Tax
Full time
Contract work
For contractors
Work at office
Northwestern Mutual Life Insurance Company
Vernon Hills, IL
4 days ago
Lead Financial Planner - Holistic Wealth
...the main contact for assigned clients in our Holistic Wealth Management division, delivering comprehensive financial plans, retirement income strategies,... ...position requires collaboration with advisors, preparation of investment analyses, tax considerations, and proactive...
Tax
Staffingine LLC
Buffalo Grove, IL
2 days ago
Financial Planner
...experienced Lead Financial Planner / Service Advisor to provide comprehensive financial planning and ongoing client service within an established wealth management environment. This is... ...client-specific financial scenarios. Use tax planning tools to evaluate tax...
Tax
Relocation
Premier Global Links
Buffalo Grove, IL
1 day ago
Financial Planner - Lead
...of contact for all assigned clients in our Holistic Wealth Management division.... ...Prepare comprehensive financial plan recommendations Prepare and... ...planning reports Utilize tax planning software to assess... ...Collaborate with team members and advisors on client cases Conduct...
Tax
Full time
Staffingine LLC
Buffalo Grove, IL
3 days ago
Wealth Advisor
$120k - $200k
...difference in our clients’ financial wellness... ..., clients, partners, and the communities... ...Registered Investment Advisors globally. Our values... ...Team as a Wealth Advisor. In this role... ...comprehensive wealth planning advice to established... ...Estate and tax planning Insurance...
Tax
Temporary work
Work experience placement
Local area
Flexible hours
Curi Capital
Lake Forest, IL
5 days ago
Sr. Wealth Advisor- Palatine, IL
$125k - $175k
...Senior Wealth Advisor Welcome to Carson Wealth. Where integrity meets... ...fiduciary practice, putting our clients' best interests at the center... ...Bucketing, Investment and Tax Strategies utilized Demonstrate... ...in CRM and Financial Planning software and ability to stay...
Tax
Temporary work
Work at office
Flexible hours
Carson Group Holdings, LLC
Palatine, IL
4 days ago
Financial Planner (Associate & Lead)
...contact for assigned clients, developing customized financial plans, retirement... ...software. Support Lead Advisors by managing day-to-... ...contact for Holistic Wealth Management division... ...reports. Analyze tax strategies using... ...Financial Planners and Partners, the Associate...
Tax
Work at office
MDA Edge
Buffalo Grove, IL
1 day ago
Financial Planner - Lead
...Lead Planner / Service Advisor Are you a professional... ...a passion for helping clients with all aspects of... ...financial and investment planning? Our firm is seeking an... ...We are an established wealth management and financial... ...planning reports Utilize tax planning software to...
Tax
Work at office
GCB Services
Buffalo Grove, IL
5 days ago
Financial Advisor, Everyday Steward
$85k - $120k
...Financial Advisor, Everyday Steward Division For more than... ...expertise to help clients make wise financial decisions... ...offices, we offer comprehensive wealth management and trust... ...flow management, financial planning (retirement, insurance, tax, and estate), and giving,...
Tax
Work at office
Blue Trust
Deerfield, IL
4 days ago
Lead Financial Planner
...are a full-service, holistic Wealth Management firm that has... ...Financial Planner to drive client-centered wealth planning. The Lead Financial Planner... ...integrating investment, retirement, tax, estate, insurance, and... ...planner or wealth advisor, with demonstrable experience...
Tax
CyberCoders
Buffalo Grove, IL
2 days ago
Financial Planner - Lead
...Description Financial Advisor / Financial Planner – Buffalo... ...Financial Services / Wealth Management... ...management and financial planning team. This is an excellent... ...enjoys building long-term client relationships and... ...reports. Evaluate client tax situations and...
Tax
Full time
Relocation
Visa sponsorship
Terra Talent Consulting
Buffalo Grove, IL
9 days ago
Financial Planner - Lead
$121k - $150k
...opportunity in Buffalo Grove, Illinois. This client-facing position serves as a Lead Planner / Service Advisor, providing comprehensive financial and retirement planning while developing and maintaining... ...Planning Reports • Utilize Tax Planning Software To Assess Client...
Tax
Full time
Work at office
Relocation package
Shift work
Purple Cow Recruiting
Buffalo Grove, IL
9 days ago
Business Tax Expert - TurboTax Store (Chicago)
$33.45 - $40.47 per hour
...dedicated year-round Business Tax Experts in one of our TurboTax... ..., you will serve as a trusted advisor, empowering customers to achieve... ...providing expert tax advice, planning services, and software support... ...role in growing TurboTax’s client base within the local community...
Tax
Local area
Intuit
Palatine, IL
14 days ago
Financial Planning Analyst/Financial Planning Associate
$65k - $85k
...Opportunity: Financial Planning Analyst/Financial... ...Northwestern Mutual is a client-centric finance firm specializing... ...technical aspects of wealth management and... ...and case analyses for advisors and client review meetings... ...industry developments, tax laws, retirement planning...
Tax
Full time
Work at office
Northwestern Mutual - Greater Chicago
Vernon Hills, IL
a month ago
Wealth Protection Advisor
...self-starter, passionate about helping clients protect their financial futures? If so... ...is for you! Our company is seeking a Wealth Protection Advisor. The primary role entails identifying... ...products ~ Background of income and estate tax beneficial ~ Life & Health Insurance...
Tax
Full time
Work at office
Remote work
Monday to Friday
Flexible hours
Valmark Financial Group
Glenview, IL
7 days ago
Senior Financial Advisor
$300k
...Senior Financial Advisor AFIN Family Wealth Management is a firm specializing in holistic financial planning for individuals and businesses. Our... ...on service. We educate our clients about financial concepts and... ...strategies, retirement planning, tax optimization, estate...
Tax
Work at office
AFIN Family Wealth Management
Winnetka, IL
1 day ago
Fund Accountant
...experience requirement, such as financial work in such areas as compliance, regulated industries, the auditing field, federal or state tax matters. Must have recent extensive and verifiable analytical experience and demonstrated ability to perform complex analyses using...
Tax
Work at office
Immediate start
Fairbanks North Star Borough
Highland Park, IL
4 days ago
Senior Wealth Advisor
...Senior Wealth Advisor Mesirow is an independent, employee-owned financial services firm founded... ...offices around the world, we serve clients through a personal, custom approach to... ...appropriate for clients. Implement financial planning recommendations with client portfolios....
Local area
Mesirow Financial
Highland Park, IL
2 days ago
Senior Financial Advisor
...AFIN Family Wealth Management Inc. is a premier... ...financial planning for individuals and... ...unique needs of each client. We are currently... ...Senior Financial Advisor to join our dynamic... ...retirement planning, tax strategies, estate... ...and external partners to deliver holistic...
Tax
Work at office
AFIN Family Wealth Management Inc.
Northfield, IL
3 days ago
Credit Analyst - To $40/hr - Remote - (Temporary) - Job # 3448
$40 per hour
...Group is ready to deliver premium results. The Position Our bank client is seeking to fill a Remote Temporary Credit Analyst role. The... ...prospective and active borrowing accounts, such as financial statements, tax returns, credit reports, and investigation sheets. Analyzing...
Tax
Remote job
Hourly pay
Temporary work
Work at office
The Symicor Group
Lincolnshire, IL
2 days ago
Client Advisory Services (CAS) Accounting Manager
...& Schoenfeld, LLC is adding a Client Advisory Services (CAS) Manager... ...trusted relationship. Made up of 20 partners and over 200 total employees,... ...offers comprehensive tax, assurance, transaction advisory, outsourced accounting, wealth management, international onboarding...
Tax
Work experience placement
Work at office
Immediate start
Mowery & Schoenfeld LLC
Lincolnshire, IL
4 days ago
Tax Accountant - Retail Location
$31 - $34.5 per hour
...This unique opportunity combines tax expertise, entrepreneurial... ..., you will serve as a trusted advisor, empowering customers to achieve... ...role in growing TurboTax’s client base within the local community... ...refunds, and provide future tax planning advice. \n Utilize...
Tax
Local area
Intuit
Highland Park, IL
3 days ago
Wealth Planning Associate
...Financial is seeking a Service Advisor to deliver high-quality client service, financial analysis,... ...support. You will review tax returns, assist with tax planning strategies, and use eMoney to... ...proficiency with Salesforce and #J-18808-Ljbffr Bluespring Wealth Partners
Tax
Bluespring Wealth Partners
Lincolnshire, IL
3 days ago
Senior Wealth Advisor (Hybrid) - 15-20 Appointments/Week
...Buffalo Grove, IL seeks a Lead Sales Advisor to convert qualified prospects into long-term clients within a fiduciary-focused financial planning environment. The role is onsite, full-... ...candidate has 3-5+ years in client-facing wealth management, holds a Life & Health...
Full time
Purple Cow Recruiting
Buffalo Grove, IL
1 day ago
Private Wealth Advisor
J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families, from new savers... ...client acquisition, and collaboration with partners; requires Series 7 and Series 66 licenses, plus...
Fairygodboss
Vernon Hills, IL
1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Planning Advisor | Tax-Savvy Client Partner. Be the first to apply!