Wealth Advisor

As a Wealth Advisor at {EMPLOYER-DESC}, you will work closely with high-net-worth clients to develop customized financial strategies that meet their unique financial needs and goals. This role involves thorough financial planning, investment management, and ongoing advisory services to help clients accumulate, preserve, and transfer wealth effectively. Our ideal candidate is detail-oriented, knowledgeable about the financial markets, and passionate about providing excellent client service. Develop comprehensive financial strategies for clients, including investments, estate planning, tax strategies, and insurance. Conduct regular portfolio reviews to ensure they meet long-term client goals. Stay informed of new financial products and developments in tax law that might affect client investments. Build and maintain strong relationships with clients through regular communication and excellent customer service. Collaborate with other professionals, such as attorneys and tax specialists, to ensure holistic wealth management service. Ensure compliance with all regulatory requirements and internal policies. Strong understanding of financial markets, investment strategies, and tax planning. Proficient in financial planning software and tools. Excellent interpersonal and communication skills. Ability to analyze complex financial data to make informed recommendations. Strong problem-solving and decision-making abilities. Medical Insurance Dental Insurance Vision Insurance Life Insurance 401k Medical Insurance Dental Insurance Vision Insurance Life Insurance 401k

Location: Rockford, Illinois, US

Posted Date: 9/15/2025