Wealth Advisor in Naperville

Date Posted: Monday, July 21, 2025

Job Snapshot

Job Description

 

Job Title: Wealth Advisor
Location: Wheaton / Greater Chicago Area
Employment Type: Full-Time
Compensation: $90,000 – $160,000 (Base + Incentive)
Contact: Crystal Fryers – crystal.fryers@gogpac.com


About the Role

We’re representing a well-established financial institution looking to hire a Wealth Advisor to join its growing wealth management team. This client-facing role focuses on delivering personalized financial guidance to high-net-worth individuals, professionals, and business owners.

The right candidate is an experienced advisor who thrives in a relationship-driven, consultative environment and enjoys helping clients reach long-term financial goals.


Responsibilities

  • Build and maintain relationships with high-net-worth clients

  • Deliver tailored financial plans (retirement, estate, tax, investment, insurance)

  • Coordinate with internal specialists and external advisors to implement solutions

  • Expand existing relationships and source new business opportunities

  • Present financial strategies with clarity and professionalism

  • Stay current with financial trends, regulations, and market shifts


Qualifications

  • Bachelor’s degree in Finance, Economics, or related field

  • 5+ years of experience in wealth management or financial planning

  • Proven experience advising high-net-worth individuals

  • Strong knowledge of tax, estate, and retirement planning

  • Confident communicator with strong client presentation skills

  • Proficiency in Salesforce, eMoney, Excel, and related tools

  • Willingness to travel within the local market


What’s Offered

  • Competitive base salary: $90,000 – $160,000

  • Lucrative incentive/bonus potential

  • 401(k) with employer contribution

  • Medical, dental, vision benefits

  • Strong internal support and a collaborative team culture


Apply Today or Contact Crystal Fryers at crystal.fryers@gogpac.com for a confidential conversation.

 

 

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.