Hiring: Sr. Wealth Advisor- Palatine, IL Company: Carson Group Location: Palatine, IL Job Posted Time: 2026-09-12 14:17:13 Target Skills & Keywords : CFA, CFP, Financial Planning, Microsoft Excel, Microsoft PowerPoint, REST, Salesforce, Wealth Management About the job Experience: •5+ years investment advisory experience Required Skills: •Fully understand and ability to lead/present the Proven Process •Understand Bucketing, Investment and Tax Strategies utilized •Demonstrate exceptional active listening skills while providing education to clients during Discovery and Clarification meetings •Proven ability to attract new clients to the firm •Collaborate proactively, professionally and effectively with team members from other offices •Provide excellent client service independently and efficiently •Effectively prepare for client meetings with team •Lead and present entire client meeting Qualifications: •Bachelor’s degree in finance or related field, preferred Compensation: •In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!