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Wealth Advisor

Employer
Private Vista LLC
Location
Chicago, Illinois
Salary
Based on Experience
Closing date
Dec 11, 2021

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Job Role
Wealth Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Preferred
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Private Vista

  • One of the most well-known and successful private wealth advisory companies in the Chicagoland area
  • Company culture driven by our 29 fundamental values
  • Steady growth and continuous profitability
  • Stable client base for over 25 years
  • Flexibility on work schedule, office location, and ability to work from home

We’re seeking an outstanding wealth advisor to provide additional resources to our expanding client base.

Do you aspire to work with a team who trusts and relies on you for your insight, relishes your analytical depth, and is blown away by your productivity and efficiency?  Do you desire a clear and defined roadmap for your professional development and career path? Does having a coach/mentor dedicated to your success sound compelling?  How about working for a team who truly recognizes your hard work and commitment?

Our ideal candidate has experience working in the wealth advisory business collaborating with high net-worth individuals to achieve their financial goals. Even if you don’t have direct experience in our industry, you have a strong track record of relationship management with clients and colleagues and the necessary project management skills. You’ll support a Senior Advisor/Partner in our organization and grow quickly to managing your own client base.

Could you imagine this being your last job search?  If being part of a cutting-edge company as a key member of the team appeals to you, send us a copy of your resume along with one of your most significant professional accomplishments to Maria Cutrone at mcutrone@myprivatevista.com.

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