Private Wealth Advisor
Private Wealth Advisor
StevenDouglas
Greater Chicago Area
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StevenDouglas provided pay range
This range is provided by StevenDouglas. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$175,000.00/yr - $250,000.00/yr
The Private Wealth Management Group at StevenDouglas is seeking Wealth Advisor/PM as part of a succession plan for a $8 Billion RIA. Position can sit in Chicago, Illinois or Cincinnati, Ohio. The firm has 2 Advisors on each client relationship; one planning focused and the other an investment/portfolio specialist. We are seeking the investment/portfolio focused, client facing Wealth Advisor to take on these relationships. Roughly 10+ years of experience, CFA is highly preferred.
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Seniority level
Mid-Senior level -
Employment type
Full-time -
Job function
Sales -
Industries
Investment Management
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