Chicago, IL
12/5/2022

Key Responsibilities

  • Builds deep and meaningful relationships with clients. Provides targeted, timely and customized financial solutions based on each client’s individual needs.
  • Delivers comprehensive, high-level advice and recommendations to high-net-worth individuals and families on topics such as, but not limited to:
    • Retirement strategies
    • Estate planning
    • Tax Advice
    • Charitable strategies
    • Family financial education
    • Investment management
  • Develops, presents, implements, and monitors client-specific recommendations.
  • Provides best-in-class client service and has a documented record of leading wealthy complex individuals/families through proactive client communications, regularly scheduled meetings, distribution of relevant reporting and analysis, and promptly responding to client requests.
  • Manages client meeting process by:
    • Preparing client meeting material and attending all client meetings.
    • Documents all meeting notes; produces written recap and action steps for client, lead advisor and all team members.
    • Leads client follow-up with action steps. Engages lead advisor as necessary and other team members to achieve client objectives.
  • Fields daily client requests and engages team members as needed to ensure timely and accurate solutions and works closely with lead advisor to keep him/her up to date on all client engagement.
  • Ensures retention of the firm’s clients as well as generating referrals

Experience

  • Bachelor’s degree required. CFP, CFA, CWS, JD or CPA is desirable.
  • 6-10 years of experience focusing on wealth management for individuals/families.
  • Demonstrate critical thinking and good judgment in all situations.
  • Excellent written and verbal communication; writes clearly and informatively; well-spoken and persuasive in positive or negative situations and respond well to questions.
  • Detailed oriented, strong organizational, strategic thought, and analytical skills.
  • Experience with the following systems preferred: SalesForce, MoneyGuidePro, and Black Diamond.
  • Strong work ethic and models a desire to serve others.
  • An entrepreneurial spirit and passion to serve clients.