- Provide comprehensive financial planning advice to HNW and UHNW clients, ensuring alignment with their unique goals and objectives.
- Maintain and expand existing client relationships through attentive service and proactive support.
- Conduct thorough portfolio and financial planning reviews, offering insightful recommendations to optimize client investments.
- Assist lead advisors in managing client portfolios and addressing client inquiries and requests.
- Cultivate enduring client relationships based on trust, transparency, and personalized service.
- Lead the onboarding process for new client relationships as needed.
- Actively manage client portfolios in adherence to firm policies and industry regulations.
- Engage in firm-wide initiatives and projects, contributing your expertise to drive strategic growth and innovation.
- Support business development efforts by identifying opportunities for growth and expansion.
- Adhere to regulatory requirements and stay updated on industry best practices.
- Bachelor's degree from an accredited college or university
- Preferred certifications include CFP or CPA/PFS
- 5+ years minimum of relevant financial service experience
- Experience with Money Guide Pro, Black Diamon, and Salesforce a plus
- FINRA Series 7, 66, and/or 65 licenses
- Industry knowledge of different financial planning and investment concepts
- Demonstrated organizational prowess, with meticulous attention to detail.
- Exceptional verbal and written communication skills
- Ability to manage multiple tasks simultaneously, balancing analytical and relational responsibilities
- Strong team player with a collaborative mindset, dedicated to supporting the growth of the advisory practice.
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Servicing Advisor - Northbrook, United States - Windward Recruiting
Description
This opportunity is for a results-driven, passionate Servicing Advisor in the Northshore suburbs of Chicago who values collaboration, initiative, and maintaining robust relationships in a niche group of professionals.
DUTIES & RESPONSIBILITIES
QUALIFICATIONS