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Reposted 7 Days AgoSaved
Hybrid
Chicago, IL, USA
150K-250K Annually
Senior level
150K-250K Annually
Senior level
Professional Services
As a Wealth Advisor, you will advise clients on building, preserving, and managing their wealth through contextual financial planning, investment management, and risk management. You will manage client relationships and drive new client acquisition while collaborating with internal tax advisors.
Top Skills: ExcelFinancial Planning SoftwareMS Office
Reposted 19 Days AgoSaved
Hybrid
Chicago, IL, USA
80K-140K Annually
Mid level
80K-140K Annually
Mid level
Professional Services
Lead venture sourcing and ecosystem engagement for Aprio Ventures: build VC and founder relationships, source and evaluate investment opportunities, support portfolio companies, coordinate Investor Day, produce diligence and investment materials, and expand the Ventures brand via events and marketing while collaborating with internal technology and practice leaders.
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