Wealth Advisor in Illinois

Streamline is a nationally recognized retirement firm with over 8 million views on YouTube, 30+ monthly inbound leads, and a strong faith-based culture. We are looking for a Wealth Advisor who would like to help Streamline grow by having an impact on the clients they serve, both through our organic growth funnel and our current clients (our #1 priority).

Streamline has been operating for 26 years and currently stewards over $450MM of clients assets. We are a team of 3 Client Service Professionals, 5 Financial Advisors, and 1 Dedicated Strengths Coach who helps you be the best version of yourself.

Our mission is to remove financial burdens and anxiety from our client's shoulders so they can dream about what’s possible for the next chapter of their lives. We do this by meeting them at the intersection of finances and emotions. We believe that true wealth is beyond riches.

You will work closely with the advisors and client service team. If you...

Wealth management at Bartlett is a team approach to providing customized investment management and financial planning solutions for our clients.  At Bartlett, we live by our values of teamwork, legendary client service, open communication, continual growth, and commitment to doing what’s right, always. Bartlett manages over $8 billion in assets and has offices in three cities, with a total of 78 employees.

This position has an investment focus and is responsible for maintaining existing client relationships with high-net-worth individuals and families, by providing investment management and wealth planning services.  The position is also responsible for the development of new business over time.  The percentage of time allocated to each of these functions will vary among advisors based upon skill set and firm needs. 

Position Responsibilities:

Provide top quality client service.

• Deliver legendary...