Your role

Are you skilled at developing wealth management strategies? Does financial data excite you?

We're looking for a Senior Wealth Strategy Associate to:
• assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals.
• develop customized asset allocation strategies and investment solutions for clients.
• provide support for client relationship building and business development activities.
• perform business analytics as needed to support financial advisors in the growth of the business.
• analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change.
• actively participate with Financial Advisors in proactive client outreach in anticipating impacts on clients' portfolio

Your team

You'll be working as part of Wealth Management Americas. We help ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a Senior Wealth Strategy Associate, you'll play an important role as part of a highly collaborative Private Wealth Management Team, based in Chicago, IL.

Your expertise
• series 7 and 66 licenses
• ideally 3 to 5 years of experience in client service, within the finance sector
• bachelor's or master`s degree or equivalent, focusing on finance and business administration.
• strong analytical skills and deep knowledge of investments
• excellent written and verbal communication skills
• team player and strong interpersonal skills.