Your Future TeamAs a Associate Wealth Advisor, you will be a trusted partner to high-net-worth individuals and families, helping them navigate complex financial decisions and achieve their long-term goals. Working collaboratively with an experienced team of advisors and client service professionals, you will lead client relationships, deliver comprehensive financial planning, and provide customized wealth management solutions. You will report to senior leadership and contributes to client retention, business development, and the growth of the practice.
Ability to work from either our Chicago or Oak Brook office and travel between locations as needed to support client meetingsWhat You'll DoThe Associate Wealth Advisor supports advisors and clients by helping provide personalized wealth management solutions and ensuring a high-quality client experience. You will combine financial planning, investment analysis, relationship management, and operational support.
- Assist Lead Wealth Advisors in managing client relationships and delivering comprehensive wealth management services
- Prepare financial plans, retirement projections, cash flow analyses, and estate planning summaries using firm approved planning software
- Participate in client meetings by preparing agendas, gathering documentation, taking notes, and assisting with follow up items
- Analyze client financial data and provide recommendations to support investment, retirement, tax, and estate planning strategies
- Monitor client portfolios and assist with investment reviews, rebalancing, and implementation of advisor recommendations
- Collaborate with custodians, attorneys, accountants, and other professional partners to facilitate client needs
- Serve as a trusted point of contact for clients while developing relationship management and advisory skills
- Maintain documentation and compliance standards consistent with fiduciary wealth management practices while supporting the client advisory process
- Support business development efforts through prospect meeting preparation, presentation materials, and follow up activities
- Stay current on financial planning concepts, investment strategies, and industry developments
- Participate in prospect meetings and new client onboarding conversations alongside Lead Advisors
- Develop relationship management and business development skills through direct client and prospect interaction.
- Assist in identifying opportunities to deepen existing client relationships and expand services provided to clients and their families.
- Support networking, referral, and community engagement initiatives that contribute to firm growth.
- Build the technical, planning, and relationship management skills necessary to progress toward a Lead Wealth Advisor role.
- Demonstrate a commitment to developing a personal business development strategy and advisory practice over time
What You'll Bring- Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
- 2 or more years of experience in wealth management, financial planning, investment advisory, or financial services
- CFP® designation completed, in progress, or willingness to pursue
- Working knowledge of financial planning concepts, investment management principles, and retirement planning strategies
- Strong analytical and problem-solving skills with the ability to interpret complex financial information
- Excellent verbal and written communication skills with a client service mindset
- Experience with financial planning and CRM software such as eMoney, MoneyGuidePro, Salesforce, or similar platforms
- FINRA Series 65 license, Series 6, or Series 7, Life & Health insurance licenses or ability to obtain within a specified timeframe preferred
- Demonstrated interest in developing a career as a Wealth Advisor and managing client relationships
- Interest in business development, networking, and cultivating long-term client partnerships
What We Offer- Coverage on the first day of employment for medical, dental, and vision insurance
- Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
- 401k matching plan
- HSA employer contributions
- Student loan assistance
- Pet insurance
- In-office three days a week and work from home two days a week
- Base salary of $75,000-$95,000 plus discretionary bonus (exact base salary amount will be dependent on experience)
