- 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
- 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
-
Wealth Management Advisor Ii
1 week ago
Fifth Third Bank Chicago, United StatesMake 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 ...
-
Pwm Private Wealth Advisor
1 week ago
U.S. Bank National Association Chicago, United StatesAt 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 ...
-
Legal Wealth Advisor Iii
6 days ago
Truist Bank Chicago, United StatesNeed 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 ...
-
Wealth Advisor
1 week ago
Transcend Practice Management Chicago, United States· 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 fut ...
-
BlueHorizon Solutions North Chicago, United StatesOPUS ONE Recruitment is an established and dynamic company based in the heart of Munich. We offer attractive positions for applicants and also recruit qualified personnel for companies. With our specialized industry knowledge, we have access to various opportunities for collabora ...
-
Wealth Advisor
3 weeks ago
Windward Recruiting Chicago, United StatesThe · Wealth Advisor · role involves exposure to a wide variety of Wealth Management areas including financial planning, client relationship management, portfolio management, and tax planning. The · Wealth Advisor · role has responsibility for managing existing client relatio ...
-
Wealth Advisor
4 days ago
Transcend Practice Management Chicago, United StatesJob 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 f ...
-
Wealth Advisor
2 weeks ago
Fifth Third Chicago, United StatesMake 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 Privat ...
-
Wealth Advisor
3 weeks ago
Fifth Third Bank, N.A. Chicago, United StatesMake 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 ...
-
Wealth Advisor
3 weeks ago
Transcend Practice Management Chicago, United StatesWealth 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 ...
-
Wealth Advisor
3 weeks ago
Fifth Third Chicago, United StatesMake 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 Privat ...
-
Wealth Advisor
1 week ago
Transcend Practice Management Chicago, United StatesJob 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 ...
-
Senior Wealth Advisor
2 weeks ago
Larson Maddox Chicago, United StatesAn award-winning boutique RIA is seeking seasoned Wealth Advisors to help expand their presence strategically from both a leadership and an advisor standpoint. This person will be working to build a book of business consisting of UHNW and HNW private clients through business deve ...
-
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 ...
-
Senior Wealth Advisor
3 weeks ago
The Judson Group Chicago, United StatesJudson Group has been retained by a fee-only RIA with a path to partnership in the search for a · Senior · Wealth Advisor – CFP . This individual will be taking over existing client relationships and will be responsible for formulating and implementing complex financial plannin ...
-
Private Wealth Advisor
3 weeks ago
First Principles Group Chicago, United StatesJob Description · We are currently seeking qualified candidates to join First Principles Group (FPG) Wealth out of Chicago, IL, as a Wealth Management Advisor. This individual will work directly with the Managing Partners and will be dedicated to servicing sophisticated high-net ...
-
Senior Wealth Advisor
6 days ago
Mesirow Financial Holdings, Inc. Chicago, United StatesThe Opportunity: · In support of a growing client base, our Mesirow Wealth Management is seeking Senior Wealth Advisors to lead professional wealth management teams. Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit org ...
-
Private Wealth Advisor
2 weeks ago
First Principles Group Chicago, United StatesJob Description · We are currently seeking qualified candidates to join First Principles Group (FPG) Wealth out of Chicago, IL, as a Wealth Management Advisor. This individual will work directly with the Managing Partners and will be dedicated to servicing sophisticated high-net- ...
-
Lead Wealth Advisor
2 weeks ago
SkyWater Search Partners Chicago, United StatesChoose a job you love, and you will never have to work a day in your life. — Confucius · We are partnered with a long-standing wealth management team looking to build a legacy plan as leaders plan to retire from the business. This is an opportunity for an experienced Wealth Advis ...
-
Senior Wealth Advisor
3 days ago
Larson Maddox Chicago, United StatesAn award-winning boutique RIA is seeking seasoned Wealth Advisors to help expand their presence strategically from both a leadership and an advisor standpoint. This person will be working to build a book of business consisting of UHNW and HNW private clients through business deve ...
Wealth Advisor - Chicago, United States - Transcend Practice Management
Description
Job Description
Job DescriptionWealth 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:
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.
#ZR
Powered by JazzHR
EBGgv7V6tJ