About this role
Wealth Advisor II at Bankatfirst. Location: Chicago, Illinois, United States. Role: serve clients, develop relationships, allocate assets Requirements: Five years investment/portfolio management experience; relationship management with clients; knowledge of investment solutions, risk management, asset allocation; familiarity with financial planning software. Category: Finance and Accounting Seniority: Mid Level Tools: Financial planning software Certifications: cfa, cfp Commitment: Full Time Workplace: Onsite Languages: English