Associate Client Advisor
Chicago, IL
8/4/2022
Associate Client Advisor
Responsibilities
The successful candidate will be primarily responsible for working with our Client Advisors to deliver wealth management services to sophisticated UHNW families.
Fulfilling these responsibilities will involve:
• Organize and prepare materials for regular client meetings that occur 2-4 times per year
• Attend and participate in all Chicago area (and possibly out of town) client meetings and prepare the follow-up letter and action lists associated with each client meeting
• Monitor and implement client-agreed action items, which most importantly requires working directly with clients to ensure proper execution of all investment documents
• Review quarterly client reporting package and participate in quarterly calls with the client to review the materials
• Assist in the development and implementation of customized asset allocation and wealth transfer strategies for the client
• Work with the client’s outsourced tax, legal and other experts to help facilitate tax, wealth transfer, and philanthropic planning goals
• Assist in the preparation of new business development presentations
• Participate in other internal firm initiatives
Qualifications
Successful candidates will possess the following key skills and abilities:
• A strong commitment to provide exceptional client service in our energetic, disciplined, and team-oriented environment
• Consistently high attention to detail, accuracy, thoroughness, and execution
• Strong analytical skills
• Outstanding written and oral communications skills
• Demonstrated strength in Microsoft Office suite, particularly Excel
• Familiar with various investment asset classes and basic investment concepts, including alternative investments
• Ability to live and work in the U.S., Gresham Partners is not able to sponsor Visas for this position
• Firm requires all employees to be vaccinated unless applicable Medical / Religious Exemption is met
Experience Level
We are seeking a candidate with:
• At least three years of financial planning, family office, tax, or investment working experience with high-net-worth families
• CPA, CFP, or MBA is a plus Benefits
• Medical, Dental & Vision (HSA, FSA options)
• Employer Paid Life Insurance
• Employer Paid Short Term Disability
• Employer Paid Parental Leave (12 weeks)
• Optional Life Insurance, Long Term Disability, Spousal & Child Life Insurance
• 401(k)
• Flex Schedules
• 15 Vacation Days, 5 Sick Days, 1 Floating Holiday
• Education Reimbursement Programs
Responsibilities
The successful candidate will be primarily responsible for working with our Client Advisors to deliver wealth management services to sophisticated UHNW families.
Fulfilling these responsibilities will involve:
• Organize and prepare materials for regular client meetings that occur 2-4 times per year
• Attend and participate in all Chicago area (and possibly out of town) client meetings and prepare the follow-up letter and action lists associated with each client meeting
• Monitor and implement client-agreed action items, which most importantly requires working directly with clients to ensure proper execution of all investment documents
• Review quarterly client reporting package and participate in quarterly calls with the client to review the materials
• Assist in the development and implementation of customized asset allocation and wealth transfer strategies for the client
• Work with the client’s outsourced tax, legal and other experts to help facilitate tax, wealth transfer, and philanthropic planning goals
• Assist in the preparation of new business development presentations
• Participate in other internal firm initiatives
Qualifications
Successful candidates will possess the following key skills and abilities:
• A strong commitment to provide exceptional client service in our energetic, disciplined, and team-oriented environment
• Consistently high attention to detail, accuracy, thoroughness, and execution
• Strong analytical skills
• Outstanding written and oral communications skills
• Demonstrated strength in Microsoft Office suite, particularly Excel
• Familiar with various investment asset classes and basic investment concepts, including alternative investments
• Ability to live and work in the U.S., Gresham Partners is not able to sponsor Visas for this position
• Firm requires all employees to be vaccinated unless applicable Medical / Religious Exemption is met
Experience Level
We are seeking a candidate with:
• At least three years of financial planning, family office, tax, or investment working experience with high-net-worth families
• CPA, CFP, or MBA is a plus Benefits
• Medical, Dental & Vision (HSA, FSA options)
• Employer Paid Life Insurance
• Employer Paid Short Term Disability
• Employer Paid Parental Leave (12 weeks)
• Optional Life Insurance, Long Term Disability, Spousal & Child Life Insurance
• 401(k)
• Flex Schedules
• 15 Vacation Days, 5 Sick Days, 1 Floating Holiday
• Education Reimbursement Programs