Jobs
>
Lincolnshire

    Wealth Advisor - Lincolnshire, United States - Mowery & Schoenfeld

    Mowery & Schoenfeld
    Mowery & Schoenfeld Lincolnshire, United States

    3 weeks ago

    Default job background
    Description
    Are you a client advisor in search of a firm with outstanding career development?

    Do you have a passionfor investments and helping others reach their financial goals through strategic wealth management?


    Our rapidly growing wealth management practice presents a fantastic opportunity for hungry wealth advisors with exceptional follow-through and a passion for client service.

    From day one, you can make an impact and contribute to the department's continued success

    Mowery & Schoenfeld's fast paced and entrepreneurial energy provides a stimulating environment to service high-net worth individuals and families.


    Alongside our Managing Director of Wealth Management, this motivated self-starter will work closely with clients to provide comprehensive financial analysis and sound financial planning that align with their financial goals.

    Comfort with financial planning software and custodial platforms, as well as adaptability to learn new technology, is essential.

    This opportunity requires high-level interpersonal skills in tandem with strong analytical skills.


    The primary focus of our Wealth Management Advisory Associate is continuous support of our clients and their individual financial planning strategies, through timely responses and strong communication skills.


    Successful execution of responsibilities will necessitate keen attention to detail, investment knowledge base,and clear communication skills with a polished and friendly demeanor.

    Responsibilities

    Educate clients on financial concepts and investment options to help them make informed decisions.
    Engage with existing clients to address their financial planning goals through building trust and maintaining strong relationships.
    Creation and presentation of comprehensive financial analyses and plans which demonstrate a strong understanding of each client's needs.
    Stay current on trends in the economy, financial markets, and regulatory changes to ensure consistency in appropriate client recommendations.

    Bachelor's degree in Finance, Economics, or related field.
    3+ years of proven experience within a similar role.
    Experience with Tamarac and Envestnet
    Series 65 licensure
    CPA or SFA background welcomed
    CFP certification or eligibility
    Knowledge of Schwab and Fidelity custodial platforms
    Financial planning software knowledge such as MoneyGuidePro.
    High-level client service skills and ability to explain complex financial concepts clearly.
    Strong written and verbal communication skills
    Acts with integrity and uses care with confidential information.
    Superior attention to detail
    Ability to work independently and collaborate within a team.
    Polished, yet approachable demeanor.
    Bilingual in Spanish is a huge plus

    #J-18808-Ljbffr
  • Mowery & Schoenfeld

    Wealth Advisor

    1 week ago

    Mowery & Schoenfeld Lincolnshire, United States

    Are you a client advisor in search of a firm with outstanding career development? · Do you have a passionfor investments and helping others reach their financial goals through strategic wealth management? · Our rapidly growing wealth management practice presents a fantastic opp ...

  • pontemla

    Wealth Management Advisor

    1 week ago

    pontemla Park Ridge, United States

    **Job description** · **Job description** · Our client, a wealth management firm in Paramus is looking for a talented professional with high capacity to build a financial planning practice as an advisor. · This is an entrepreneurial opportunity to build a business while having ac ...

  • 5th Street Advisors, LLC

    Associate Wealth Advisor

    2 weeks ago

    5th Street Advisors, LLC Southport, United States

    **Essential Job Functions** · - Serve as the primary point of contact for plan sponsors and participants. · - Monitor plan assets and prepare reports and presentations for plan investment committees. · - Prepare and conduct enrollment presentations as well as educational financia ...

  • Windward Recruiting

    Wealth Advisor

    3 weeks ago

    Windward Recruiting Northbrook, United States

    This · Wealth Advisor · will be responsible for developing relationships with and providing financial planning advice to ultra/high net worth clients while collaborating with senior leadership to uphold the firm's commitment to excellence and client satisfaction. · DUTIES & RE ...

  • Northwestern Mutual

    Wealth Management Advisor

    4 days ago

    Northwestern Mutual Skokie, United States

    Our financial advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. As you build y ...

  • Northwestern Mutual - Greater Chicago

    Wealth Management Advisor

    1 week ago

    Northwestern Mutual - Greater Chicago Skokie, United States

    **Financial Representative**: · Financial Representatives at Northwestern Mutual **Skokie **help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial so ...

  • Hyre Personal Wealth Advisors

    Wealth Advisor

    3 weeks ago

    Hyre Personal Wealth Advisors Upper Arlington, United States

    Wealth Advisor · Columbus, OH 43221 · WHO WE ARE · Hyre Personal Wealth, a growing wealth management practice, is seeking a Wealth Advisor to join us in helping those we serve gain confidence in their financial future and build strong financial legacies. This is your chance to be ...

  • Fifth Third Bank

    Wealth Management Advisor Ii

    1 week ago

    Fifth Third Bank Chicago, United States

    Make banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Serves as the trusted advisor and team coordinator to simplify complexity for Private B ...

  • U.S. Bank National Association

    Pwm Private Wealth Advisor

    1 week ago

    U.S. Bank National Association Chicago, United States

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...

  • Hyre Personal Wealth Advisors

    Wealth Advisor

    3 weeks ago

    Hyre Personal Wealth Advisors Upper Arlington, United States

    Wealth Advisor · Columbus, OH 43221 · WHO WE ARE · Hyre Personal Wealth, a growing wealth management practice, is seeking a Wealth Advisor to join us in helping those we serve gain confidence in their financial future and build strong financial legacies. This is your chance to be ...

  • Hyre Personal Wealth Advisors

    Wealth Advisor

    1 week ago

    Hyre Personal Wealth Advisors Upper Arlington, United States

    Wealth AdvisorColumbus, OH 43221WHO WE AREHyre Personal Wealth, a growing wealth management practice, is seeking a Wealth Advisor to join us in helping those we serve gain confidence in their financial future and build strong financial legacies. This is your chance to be a key st ...

  • Hyre Personal Wealth Advisors

    Wealth Advisor

    3 weeks ago

    Hyre Personal Wealth Advisors Upper Arlington, United States

    Wealth Advisor · Columbus, OH 43221 · WHO WE ARE · Hyre Personal Wealth, a growing wealth management practice, is seeking a Wealth Advisor to join us in helping those we serve gain confidence in their financial future and build strong financial legacies. This is your chance to be ...

  • Cornerstone National Bank & Trust Company

    Wealth Advisor

    2 weeks ago

    Cornerstone National Bank & Trust Company Palatine, United States

    JOB DESCRIPTION · As a Wealth Advisor at Cornerstone, you will play a crucial role in assisting clients with their financial planning and wealth management needs. The ideal candidate will hold a Certified Financial Planner (CFP) or Accredited Wealth Management Advisor (AWMA) desi ...

  • Cornerstone National Bank & Trust Company

    Wealth Advisor

    3 weeks ago

    Cornerstone National Bank & Trust Company Palatine, United States

    JOB DESCRIPTION · As a Wealth Advisor at Cornerstone, you will play a crucial role in assisting clients with their financial planning and wealth management needs. The ideal candidate will hold a Certified Financial Planner (CFP) or Accredited Wealth Management Advisor (AWMA) desi ...

  • Cornerstone National Bank & Trust Company

    Wealth Advisor

    2 weeks ago

    Cornerstone National Bank & Trust Company Palatine, United States

    JOB DESCRIPTION · As a Wealth Advisor at Cornerstone, you will play a crucial role in assisting clients with their financial planning and wealth management needs. The ideal candidate will hold a Certified Financial Planner (CFP) or Accredited Wealth Management Advisor (AWMA) des ...

  • Cornerstone National Bank & Trust Company

    Wealth Advisor

    4 days ago

    Cornerstone National Bank & Trust Company Palatine, United States

    JOB DESCRIPTION · As a Wealth Advisor at Cornerstone, you will play a crucial role in assisting clients with their financial planning and wealth management needs. The ideal candidate will hold a Certified Financial Planner (CFP) or Accredited Wealth Management Advisor (AWMA) des ...

  • Truist Bank

    Legal Wealth Advisor Iii

    1 week ago

    Truist Bank Chicago, United States

    Need Help? · **Regular or Temporary**: · Regular · **Language Fluency**:English (required) · **Work Shift**: · 1st shift (United States of America) · **Please review the following job description**: · A Legal Wealth Advisor 3 is responsible for origination and on-going management ...

  • Regal Securities

    Wealth Advisor

    1 week ago

    Regal Securities Glenview, United States

    Wealth Advisor · Regal Advisory Services, Inc. Glenview, Illinois (Chicagoland) · Regal Securities, Inc. is a diversified financial services firm serving private clients, professional investors and institutions. We are adding a Wealth Advisor to our team to assist in the growt ...

  • Regal Securities

    Wealth Advisor

    3 weeks ago

    Regal Securities Glenview, United States

    Wealth Advisor · Regal Advisory Services, Inc. Glenview, Illinois (Chicagoland) · Regal Securities, Inc. is a diversified financial services firm serving private clients, professional investors and institutions. We are adding a Wealth Advisor to our team to assist in the growt ...

  • Windward Recruiting

    Servicing Wealth Advisor

    3 weeks ago

    Windward Recruiting Northbrook, United States

    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 · Maint ...