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    Managing Advisor - Chicago, United States - FORVIS

    FORVIS
    FORVIS Chicago, United States

    4 weeks ago

    Default job background
    Description
    & 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 goals & dreams. Contribute to the design and ongoing implementation of a comprehensive wealth management plan for clients.

    Maintain/Develop in-depth technical expertise and global knowledge of wealth management services, including financial planning, investment management, estate and legacy planning concepts, including trust administration

    Interact with custodians and corporate trustees in administering trust documents

    Coordinate & work on multiple, concurrent client projects & complete assignments with minimal supervision

    Actively lead and participate in business development activities to identify, pursue & acquire new clients

    Develop contacts with others in the business, professional or civic community

    We are looking for people who have Forward Vision and:

    High emotional intelligence and strong desire/empathy to serve families

    Experience delivering comprehensive wealth management services

    Analytical and relationship skills to relate to individual client situations

    Attention to detail and ability to multi-task

    Ability to be a self-starter

    Willingness to travel as appropriate to serve our clients

    Experience helping grow a wealth management practice

    Experience overseeing associate advisors is a plus


    Minimum Qualifications:
    Bachelor's degree is required; Financial planning degree preferred

    7 years or more of experience serving as the lead wealth management advisor to high net-worth families

    One of the following designations is required: Certified Financial Planner (CFP), CPA, or Certified Trust and Financial Advisor (CTFA)

    #LI-OAK, #LI-CHI

    #LI-AF1
    #J-18808-Ljbffr
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