About this role
Advisor - Chicago at Brightonjones. Location: Chicago, Illinois, United States. Role: managing client, analyzing data, preparing deliverables Requirements: 4+ years in financial planning or wealth management; undergraduate degree; CFP, CPA, CFA, or JD required; proficient in MS Office; able to manage multiple client relationships; in-office, full-time. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office Certifications: cfp, cpa, cfa Commitment: Full Time Workplace: Onsite Languages: English