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    Wealth Advisor - Chicago, United States - Transcend Practice Management

    Transcend Practice Management
    Transcend Practice Management Chicago, United States

    2 weeks ago

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    Description
    Job Description

    Job Description
    Wealth Service Advisor


    Location:
    Downtown Chicago (in office)


    Hours:
    Mon-Fri 8am-5pm

    Compensation:
    $100,000 – $120,000, based on experience

    The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap rewards for years to come.

    We are a close, tightly knit team that works collaboratively to bring their values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right.

    We are committed to delivering high-quality, high-touch experiences to clients so that clients know that they are receiving the firm's utmost attention.

    Our mission is to provide world class service to our family of clients while growing together as a team.

    Sound appealing?

    We are building a team with people who share our vision and want to add value to our clients.

    We would like you to think of how we can do things better, make an impact, and continue to grow.

    This is an exciting opportunity to welcome a

    Wealth Service Advisor

    to the team who will support the firm's Wealth Advisors.

    The attributes that we are looking for in a teammate include:

    In your new role, you can expect to:

    Deliver advice developed by, or in collaboration with, the advisors
    Respond to client inquiries and requests
    Provide planning and research support
    Attend client meetings, document, follow up, and correspond with clients
    Participate in planning meetings and assist in developing planning strategies
    Create and update financial plans
    Process service requests, open accounts, place trades and money movements
    Correspond with clients, their family members, and strategic alliances
    Produce client deliverables in a timely, accurate, and informative manner
    Continuously maintain client relationships, understanding their unique circumstances, connections, and interests
    Stay current on trends and regulations within the financial planning arena
    Continually strive to do the right thing the right way

    Qualifications for this opportunity include:
    Bachelor's degree
    Three+ years of experience in a financial advisor or financial planner role
    Series 63 and 65/ Series 66
    CFP designation, or the willingness to obtain
    Ability to perform under pressure and multitask
    Excellent communication and relationship management skills
    Strong problem-solving and critical-thinking skills
    Attention to detail
    Positive attitude and enthusiasm
    Confidence and adaptability
    Drive to help clients and co-workers
    Professionalism

    Strong computer skills:
    experience in MGP, Naviplan, Emoney, or Right Capital a plus
    This is an in-office position located in Chicago. There is potential for occasional remote work after an initial training period.

    We are committed to sourcing a diverse pool of applicants from various backgrounds. We urge all qualified individuals to apply and learn more about what we have to offer. Please see if we might be an attractive fit for both you and us. We look forward to meeting you.

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