Jobs
>
Chicago

    Wealth Planner Associate - Chicago, United States - Windward Recruiting

    Default job background
    Description
    As a


    Wealth Planner Associate , you will support high-net-worth clients and prospects through excellent client management service and planning while offering opportunities for growth and advancement.

    DUTIES & RESPONSIBILITIES

    Collaborate with the Senior Advisor to schedule, coordinate, and plan client meetings with a "clients-first" approach

    Prepare reports and client portfolio reviews, ensuring integrity in all dealings

    Attend meetings, document discussions, and prepare summaries concerning all parties involved

    Coordinate follow-up actions

    Document and update process with collaboration from team-mates

    Assist with portfolio construction

    Respond to inquiries, build, and maintain relationships with clients with respect and integrity

    Gather data for various analyses, including retirement, taxes, estate planning, and more

    Continuously develop professional development and knowledge through collaboration with internal and external experts


    QUALIFICATIONS
    Bachelor's degree in a relevant field

    Minimum 3+ years of professional experience, with emphasis on tax preparation

    CFP or CFA certification

    Familiarity with wealth planning technology and proficiency in tools such as CRM, Adobe, MoneyGuidePro, etc.

    Strong interpersonal skills with a client service focus

    Excellent presentation and organizational skills

    #J-18808-Ljbffr


  • American Association of Oral and Maxillofacial Surgeons Rosemont, United States

    Small 50-60 close knit staff, 9000 member specialty association. Average staff tenure is 11 years. Great benefits & working environment. · - **Office open with staff currently working 3 days per week in the office and 2 days per week working remotely. This is not a fully remote p ...


  • Uline Glenview, United States

    **Associate Supply Planner** · **Corporate Headquarters** · **12575 Uline Drive, Pleasant Prairie, WI 53158** · At Uline, our products are always in stock, ready to ship. This is how we fulfill our service promise to our customers. In the Purchasing department, you'll make sure e ...


  • Stitch Fix Chicago, United States

    **Associate Merchandise Planner** · at Stitch Fix · Remote, USA · ****ABOUT THE ROLE**** · The · **ASSOCIATE MERCHANDISE PLANNER** will be responsible for developing, executing and maintaining merchandise plans for a portion of the business. You will be responsible for the pre ...


  • The Judson Group Chicago, United States

    Judson Group has partnered with a successful investment advisory firm that currently manages over $7B in client assets in the search for an · Associate Wealth Planner. · This individual will be supporting the firm's senior team members with financial planning responsibilities, ...


  • Women in Retail Chicago, United States

    **Position Summary** · The Associate Merchandise Planner is responsible for developing annual sales, margin and turnover goals that tie to the annual goals of the company. Additionally, this position is accountable for the forecasting and placement of orders, allocation of inven ...


  • Northwestern Mutual - Greater Chicago Chicago, United States

    Job Description · Job DescriptionOur firm is looking to hire talented and dedicated team members who are highly knowledgeable in their field. Our mission is to lead our clients to be outstanding stewards of their finances, enriching their lives, and strengthening their causes. We ...

  • Ulta Beauty

    Associate Planner

    1 week ago


    Ulta Beauty Bolingbrook, United States

    OVERVIEW · Discover greater levels of performance. With over 1,300 stores throughout the U.S. and an innovative omni-channel ecosystem, Ulta Beauty is revolutionizing the beauty retail experience. Ulta Beauty is expanding its digital capabilities, opening new stores on a continu ...

  • Association of Diabetes Care & Education Specialists

    Meeting Planner

    1 day ago


    Association of Diabetes Care & Education Specialists Chicago, United States

    **Do you possess administrative project management skills? Do you have proven experience in event planning, onsite execution, logistics and meeting management? Would you value contributing to an organization that is making a difference?** · If you answered yes to the questions ab ...

  • Chicago Metropolitan Agen

    Associate Analyst

    1 week ago


    Chicago Metropolitan Agen Chicago, United States

    Associate Analyst/Planner · - Professional · Chicago, IL, US · 3 Attachments · This position will be housed within CMAP's Regional Policy and Implementation (RPI) division. Work conducted by this division primarily pertains to regional · - A plan to modernize and fully fund the r ...

  • Administrative Office of the Illinois Courts

    Event Planner

    1 week ago


    Administrative Office of the Illinois Courts Chicago, United States

    **ADMINISTRATIVE OFFICE OF THE ILLINOIS COURTS** · **222 North LaSalle Street, 13th Floor** · **Chicago, Illinois 60601** · **POSITION**: · Event Planner · **LOCATION**: · Hybrid (Remote/In Person) Chicago AOIC Office · **DIVISION**: · AOIC Judicial College Division · **SALARY**: ...


  • Ricondo & Associates Chicago, United States

    **Overview** · We are seeking an **Aviation Planner** to join Ricondo's team of talented aviation consultants in Chicago. The position is based between our Chicago and O'Hare International Airport offices. Ricondo team members are passionate about working alongside airport manage ...

  • TranSystems Corporation

    Planner 2

    3 days ago


    TranSystems Corporation Chicago, United States

    Overview: · We are excited to share once again TranSystems has been recognized as a top 100 design firm by Engineering News-Record in 2024. TranSystems is committed to building strong relationships with our clients, partners, and communities, because we believe we can go farther ...


  • Razorfish Chicago, United States

    **Company Description** · This position provides functional management and leadership to a team of Media Planners and performance/career management to a smaller group of direct reports. The Associate Media Director is a strong cross-functional contributor who works closely with t ...


  • The Bowen Group Inc. North Chicago, United States

    **DESCRIPTIVE SUMMARY** · Get ready to jump on board with the industry leader in the provision of wellness services to the military and veteran communities · The Bowen Group, a values-led, industry leader in telehealth, strategic communications, and wellness services and staffing ...


  • iProspect Chicago, United States

    **Company Description** · iProspect is a global full funnel media agency. Its unmatched mix of media strategy and storytelling with digital expertise and audience knowledge defines the new territory of performance-driven brand building. By delivering human-centric solutions, iPro ...


  • Associated Bank Chicago, United States

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the ...

  • Lactalis Heritage Dairy Inc

    Demand Planner

    1 week ago


    Lactalis Heritage Dairy Inc Chicago, United States

    : · **TITLE: Demand Planner** · **REPORTS TO: Senior Manager, Demand Planning** · **LOCATION: Chicago, IL** · **Lactalis Group, the world leader in dairy, is a family-owned business with more than 85,000 pragmatic and ambitious professionals worldwide, committed to providing heal ...


  • Chicago Metropolitan Agen Chicago, United States

    Multi-modal corridor plans · - Congestion management plans · - Transportation systems analysis · - Prioritization of capital investments · - Evaluation of federal obligations and progress toward project implementation · - Tracking federal transportation performance measures · **D ...


  • TransUnion Chicago, United States

    TransUnion's Job Applicant Privacy Notice · Personal Information We Collect · Your Privacy Choices · **What We'll Bring**: · At TransUnion, we strive to build an environment where our associates are in the driver's seat of their professional development, while having access to he ...


  • RyTech Chicago, United States

    As an SEM Associate, you will serve as a vital link bridging the gap between Paid Advertising (PPC) and Organic Search Engine Optimization (SEO), executing strategies tailored to the unique needs of our clients. · **Description**: · **Job Title**: Search Engine Marketing (SEM) As ...