Contact Us
Find out more about how we can partner with you to achieve your financial and wealth management goals.
Please fill out and submit this form, or if you prefer, call us at 630.778.8088 to arrange a free consultation.
Join Our Team
Positions are currently available for stand out individuals to join our team of professionals. If meeting high performance standards and providing unwavering customer service to clients is your priority, you may be a good fit for our team.
Please click on the button below to submit your resume and to inquire about an interview.
APPLY HEREAvailable Positions
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Financial Advisor
Financial Advisors at PWM provide expert guidance and innovative solutions to help clients reach their financial, personal and/or corporate goals at every stage of their journey. Our Advisors have a fiduciary responsibility to function in the best interest of their clients and thrive on building genuine, long-term relationships.
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Planner
The primary contact for client relationship management and account servicing, the Planner further enhances the client experience by working with Financial Advisors to provide recommendations, exceptional client deliverables, assisting in aggregating client assets in the financial planning and CRM software, and servicing as operational support during and in preparation of client meetings. The Planner is responsible for understanding firm policies, procedures and digital capabilities that will allow them to interact with Financial Advisors, as well as new and existing clients.
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Client Services Manager
The Client Services Manager enhances the client experience by providing exceptional client service, assisting in safeguarding their assets, and servicing as administrative and operational support to Financial Advisors. The Client Services Manager is responsible for understanding firm policies, procedures and digital capabilities that will allow them to interact with Financial Advisors, as well as new and existing clients.