Senior Private Wealth Advisor | Lead Client Relationships
GRN Shoreline
Chicago, IL
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JOB DETAILS
SKILLS
Banking Services, Customer Relations, High Net Worth, Investment Strategy, Wealth Management
LOCATION
Chicago, IL
POSTED
2 days ago
GRN Shoreline in Chicago seeks a Private Wealth Advisor/Director to serve high-net-worth clients, acting as the quarterback of the relationship and coordinating resources of the private wealth team. You will develop wealth plans and ensure tailored strategies across investments, banking, and trust.The ideal candidate brings 7+ years in wealth management, a proven client-growth record, and strong community ties.#J-18808-Ljbffr