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Wealth Advisor

Employer
Private Vista LLC
Location
Chicago, Illinois
Salary
90,000 plus bonus and incentive potential
Closing date
Dec 4, 2024
View more categoriesView less categories
Job Role
Wealth Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred

You Love to Make Clients Raving Fans
Private Vista

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 a 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 help achieve their financial goals. We are looking for at least 5 plus years experience with 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 practice as a key member of the team appeals to you, send us a copy of your resume along with a cover letter to Maria Cutrone at mcutrone@myprivatevista.com.
 

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

 

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