Talent Focus Executive Search and Consulting · 1 day ago
High Net-worth Wealth Advisor (Chicago)
Talent Focus Executive Search and Consulting is partnering with a prestigious national wealth management firm to appoint a high-caliber Wealth Advisor for its High Net-Worth Private Client practice in Chicago. The role involves serving as a trusted financial partner to high-net-worth clients, delivering tailored wealth and investment advice, and building enduring relationships.
Responsibilities
Serve as a trusted financial partner to high-net-worth clients
Deliver tailored wealth, investment, and estate planning advice
Leverage institutional-grade research, tools, and support
Build enduring relationships that span generations
Qualification
Required
5–10 years' success advising high-net-worth clients
An established book of business or network of HNWI prospects
Deep knowledge of capital markets & planning strategies
High EQ, integrity, and ambition to grow with a top-tier firm
Benefits
Best-in-class tools and investment access
Ongoing training and career support
Company
Talent Focus Executive Search and Consulting
Talent Focus Executive Search (www.talentfocus.co.uk) partners with its clients to identify and attract talented Managers, Executives and Non-Executives to their organisations, both in the UK and Internationally.
Funding
Current Stage
Early StageCompany data provided by crunchbase