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    Private Wealth Advisor - Chicago, United States - First Principles Group

    First Principles Group
    First Principles Group Chicago, United States

    3 weeks ago

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    Description

    Job 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-worth individuals, including small business owners and their families. The ideal candidate will be responsible for managing new and existing client relationships.

    Responsibilities

    • Providing a best-in-class service experience to a select group of clients. This entails frequent communication with clients and teammates, both verbally and in writing
    • Developing new client relationships through contacts and networking
    • Improve and develop the process to onboard new clients
    • Servicing and advising clients relative to their wealth management, investment, and financial planning needs
    • Representing the firm in a positive and professional manner
    • Additional duties may entail participating in team projects and assisting with initiatives to streamline firm policies and procedures.

    Qualifications

    • Four-year college degree (Bachelors Degree in Finance, Business or Economics is preferred)
    • Professional Financial Designation (CFP designation preferred)
    • Financial Planning and Asset Allocation Experience
    • Strong communication and presentation skills
    • Fun with a good sense of humor
    • Ability to handle multiple tasks and complete in a timely manner
    • Ability to work with a team, yet be a self-starter
    • Familiar with Google Sheets, Slides, Gmail, ChatGPT/Grok, CRM services
    • Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to excel in a fast-paced, team environment. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business but also be a great relationship manager to our existing clients

    About First Principles Group

    FPG Wealth is a Registered Investment Advisor headquartered in Chicago. FPG is a quickly growing firm with a small team but many exciting things ahead. Reach out if interested, and we can share more on the opportunity. .Group

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