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    Weath Advisor Associate - Chicago, United States - Windward Recruiting

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    Description

    As a Wealth Advisor 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


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