Jobs
>
Chicago

    Associate Wealth Management Advisor - Chicago, United States - RK Partners

    RK Partners
    RK Partners Chicago, United States

    3 weeks ago

    Default job background
    Description
    Job Description

    Job Description

    Associate Wealth Management Advisor

    Join a dynamic team as an Associate Wealth Management Advisor (AWMA), where creativity meets financial expertise.

    As an AWMA, you'll be the cornerstone of client service operations, ensuring seamless processing of variable products and securities while maintaining an efficient and compliant office environment.

    Your role as a liaison between the home office, financial advisors, and clients will be pivotal in fostering strong relationships and delivering exceptional service.


    Responsibilities:

    • Craft engaging planning presentations using cuttingedge tools
    • Coordinate with advisors to gather necessary information for seamless processing
    • Maintain accurate records and handle correspondence efficiently
    • Keep abreast of industry trends and conduct insightful research
    • Ensure compliance with regulatory requirements

    Proposal and Case Preparation:

    • Prepare tailored proposals and advisory materials
    • Recommend optimal portfolio options based on client needs
    • Facilitate smooth account processing and asset transfers

    Client Service:

    • Provide personalized service to address client needs
    • Explain complex financial concepts in simple terms
    • Administer advisory products and handle
    redemptions/withdrawals


    Qualifications:

    • Series 7, Series 66/63, and Washington Life & Health licenses preferred
    • 14 years of experience in Financial Services or Insurance industry
    • Familiarity with trading and Microsoft applications
    • Excellent communication and problemsolving skills
    • Ability to manage multiple projects effectively
    • Willingness to embrace change and learn continuously

    Compensation and Benefits:

    • Competitive base salary with annual bonuses
    • Opportunities for professional growth and development
    • Generous PTO and comprehensive benefits package
    • Retirement plan with company match
    #J-18808-Ljbffr
  • Fifth Third Bank

    Wealth Management Advisor Ii

    2 weeks ago

    Fifth Third Bank Chicago, United States

    Make 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 ...

  • BlueHorizon Solutions

    Bank clerk as customer advisor/wealth management advisor

    1 week ago

    BlueHorizon Solutions North Chicago, United States

    OPUS 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 ...

  • FORVIS

    Managing Advisor

    3 weeks ago

    FORVIS Chicago, United States

    & Requirements · We are seeking to add an experienced Wealth Management professional to serve as a lead Advisor to High-Net-Worth families. · How you will contribute: · Serve as wealth management advisor on a team helping high net-worth families identify and prioritize their g ...

  • The Judson Group

    Managing Director/Lead Advisor

    9 hours ago

    The Judson Group Chicago, United States

    Judson Group has partnered with a privately held wealth management firm with an excess of $10B AUM in the search for a · Managing Director/Lead Advisor · focused on working with clients with complex planning needs. The firm is known for its Midwestern presence, collaborative ap ...

  • Fidelity TalentSource LLC

    VP, Wealth Management Advisor

    1 week ago

    Fidelity TalentSource LLC Chicago, United States

    Job Description: · The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and ta ...

  • Fidelity TalentSource LLC

    VP, Wealth Management Advisor

    3 weeks ago

    Fidelity TalentSource LLC Chicago, United States

    Job Description: · The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and ta ...

  • Fidelity Investments

    VP, Wealth Management Advisor

    3 weeks ago

    Fidelity Investments Chicago, United States

    Job Description: · The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and ta ...

  • McDonald's Corporation

    Manager, Emerging Risk Advisor

    3 weeks ago

    McDonald's Corporation Chicago, United States

    Company Description · McDonald's is proud to be one of the most recognized brands in the world, with restaurants in over 100 countries that serve 70 million customers daily. We continue to operate from a position of strength. Our updated growth strategy is focused on staying ahe ...

  • pontemla

    Wealth Management Advisor

    2 weeks 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 ...

  • TransUnion

    Product Manager, Advisor

    1 week ago

    TransUnion Chicago, United States

    TransUnion's Job Applicant Privacy Notice · Personal Information We Collect · Your Privacy Choices · What We'll Bring · At TransUnion, we have a welcoming and energetic environment that encourages collaboration and innovation we're – consistently exploring new technologies an ...

  • Northwestern Mutual - Greater Chicago

    Wealth Management Advisor

    2 weeks ago

    Northwestern Mutual - Greater Chicago Skokie, United States

    **Financial Representative**: · Financial Representatives at Northwestern Mutual **Skokie **help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial so ...

  • Cigna

    Program Management Advisor

    3 days ago

    Cigna Chicago, United States

    This is a temporary position through one of the world's leading global health insurance companies · Role Overview: Program Management Advisor We are seeking a dynamic and experienced individual to join our team as a Program & Curriculum Lead for The Garage, Digital Product Accel ...

  • Northwestern Mutual

    Wealth Management Advisor

    1 week ago

    Northwestern Mutual Skokie, United States

    Our financial advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. As you build y ...

  • RK Partners

    Associate Wealth Management Advisor

    2 weeks ago

    RK Partners Chicago, United States

    Associate Wealth Management Advisor · Join a dynamic team as an Associate Wealth Management Advisor (AWMA), where creativity meets financial expertise. As an AWMA, you'll be the cornerstone of client service operations, ensuring seamless processing of variable products and secur ...

  • Fifth Third

    Wealth Management Advisor II

    1 week ago

    Fifth Third Chicago, United States

    Make 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 ...

  • Buckingham Search

    Senior Tax Advisor/Manager

    2 weeks ago

    Buckingham Search Chicago, United States

    Job Description · Job Description · The Tax Department provides tax consulting and planning services related to our client's diversified holdings including investments in privately held operating companies, real estate, investment funds, and publicly traded securities. This dep ...

  • Fifth Third Bancorp

    Wealth Management Advisor II

    2 days ago

    Fifth Third Bancorp Chicago, United States

    Make 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 ...

  • Fidelity Talentsource Llc

    VP, Wealth Management Advisor

    3 weeks ago

    Fidelity Talentsource Llc Chicago, United States

    Job Description: · The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and ta ...

  • Fidelity TalentSource LLC

    VP, Wealth Management Advisor

    1 week ago

    Fidelity TalentSource LLC Chicago, United States

    Job Description: · The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and ta ...

  • Fidelity TalentSource LLC

    VP, Wealth Management Advisor

    3 weeks ago

    Fidelity TalentSource LLC Chicago, United States

    Job Description: · The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and ta ...