Fiduciary Wealth Advisor: Retirement & Estate Planning

Stenger Family Office

Chicago, IL

JOB DETAILS
SKILLS
Certified Public Accountant (CPA), Develop and Maintain Customers, Estate Planning, Fiduciary, Financial Analysis, Financial Planning, Retirement Planning, Sales Management, Tax Planning, Wealth Management
LOCATION
Chicago, IL
POSTED
3 days ago

Stenger Family Office in Chicago, IL seeks a full-time Financial Advisor to develop and maintain client relationships, perform comprehensive financial assessments, and craft tailored plans addressing retirement, investments, taxes, and estate planning.You will meet with clients, review portfolio performance, recommend strategies, and coordinate with in-house CPAs and estate planning attorneys to deliver integrated wealth management solutions.#J-18808-Ljbffr

About the Company

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Stenger Family Office