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Northbrook

    Wealth Advisor - Northbrook, United States - Windward Recruiting

    Windward Recruiting
    Windward Recruiting Northbrook, United States

    1 week ago

    Default job background
    Description
    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 & RESPONSIBILITIES

    Provide comprehensive financial planning advice to ultra/high net worth clients, ensuring alignment with their unique goals and objectives

    Conduct thorough portfolio and financial planning reviews, offering insightful recommendations to optimize client investments

    Cultivate client relationships based on trust, transparency, and personalized service

    Actively manage client portfolios in adherence to firm policies and industry regulations

    Engage in firm-wide initiatives and projects, contributing your expertise to drive strategic growth and innovation


    QUALIFICATIONS
    Bachelor's degree from an accredited college or university

    Preferred certifications include CFP or CPA/PFS

    5+ years of experience in financial planning

    Possession of FINRA series 7 and 66 licenses

    Demonstrated organizational prowess, with meticulous attention to detail

    Exceptional verbal and written communication skills to effectively engage with clients

    #J-18808-Ljbffr

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