Job Description

Wealth Management Advisory Associate

Location: North Suburbs

Salary: $90K

A dynamic and rapidly expanding wealth management firm is seeking a motivated and experienced Wealth Management Advisory Associate to join their team. This confidential position offers a unique opportunity for a client-focused individual with a passion for strategic wealth management and a drive for career development. Working closely with the Managing Director of Wealth Management, this role involves comprehensive financial analysis, sound financial planning, and ongoing client support for high-net-worth individuals and families.

Key Responsibilities:

Client Education: Educate clients on financial concepts and investment options to empower them to make informed decisions.

Client Engagement: Build and maintain strong relationships with existing clients, addressing their financial planning goals through trust and communication.

Financial Analysis: Create and present comprehensive financial analyses and plans tailored to each client's unique needs.

Market Awareness: Stay abreast of trends in the economy, financial markets, and regulatory changes to provide consistent and relevant client recommendations.

Project Contributions: Contribute to departmental projects on an ad hoc basis to enhance overall wealth management services.

Job Requirements:

• Bachelor’s degree in Finance, Economics, or a related field.
• 3+ years of proven experience in a similar role.
• Series 65 licensure or eligibility to obtain within 6 months of hire.
• CFP certification or eligibility.