About this role
Sr. Wealth Advisor- Palatine, IL at Carson Wealth (Carson Group). Location: Palatine, Illinois, United States. Role: Lead client, Grow book, Present plan Requirements: Senior Wealth Advisor with 5+ years investment advisory; CFP/CFA preferred; active Series 65 or 66; strong client service, leadership, and business development skills; in-office role with some travel. Category: Finance and Accounting Seniority: Senior Level Tools: CRM, Salesforce, Orion, eMoney, MoneyGuide, Office Suite Certifications: series 65, series 66 Commitment: Full Time Workplace: Onsite Languages: English