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Northbrook

    Servicing Wealth Advisor - Northbrook, United States - Windward Recruiting

    Windward Recruiting
    Windward Recruiting Northbrook, United States

    1 week ago

    Default job background
    Description
    This opportunity is for a

    Servicing Wealth Advisor

    in the Northshore Suburbs of Chicago. This Servicing Advisor thrives on building and fostering client relationships while collaborating with Senior Wealth Advisors and leadership staff.

    DUTIES & RESPONSIBILITIES

    Maintain and enhance existing client relationships and ensure client satisfaction and loyalty.

    Assist Senior Advisors with their clients and various tasks, offering comprehensive support to both clients and their families.

    Conduct portfolio and planning reviews, develop customized financial plans, and prepare investment proposals to meet client objectives.

    Lead the onboarding process for new client relationships, ensuring a seamless and personalized experience.

    Work closely with external partners (such as Accountants or Attorneys) to enhance the client experience.

    Support business development efforts to drive growth and expand client base.

    Maintain knowledge of regulatory requirements and adherence to industry standards.


    QUALIFICATIONS
    Bachelor's degree from an accredited university in a financial services or relevant field.

    3+ years of relevant financial service experience, with a minimum of 5+ years of professional work experience.

    Possess a deep understanding of financial planning and investment concepts.

    Demonstrate the ability to handle multiple tasks simultaneously, ranging from analytical and relational duties.

    Be a collaborative team player, contributing to the success and growth of the practice.

    Experience with Money Guide Pro, Black Diamond, and Salesforce a plus.

    Hold securities licenses such as Series 65 or 66.

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