StevenDouglas

Private Wealth Advisor

StevenDouglas Greater Chicago Area
StevenDouglas

Private Wealth Advisor

StevenDouglas Greater Chicago Area
1 week ago 126 applicants

See who StevenDouglas has hired for this role

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.

  • Seniority level

    Mid-Senior level

  • Employment type

    Full-time

  • Job function

    Sales

  • Industries

    Investment Management

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