Northbrook, IL

4/2/2024

As an integral part of a Northshore Chicagoland boutique financial services firm, the Wealth Advisor plays a pivotal role in developing and fostering meaningful connections with high/ultra-high-net-worth clients. You’ll be responsible for maintaining the standard of excellence while providing unwavering dedication to client satisfaction.

DUTIES & RESPONSIBILITIES

Provide comprehensive financial planning advice to ultra/high net worth clients, ensuring alignment with their unique goals and objectives
Conduct thorough portfolio and financial planning reviews, offering insightful recommendations to optimize client investments
Cultivate client relationships based on trust, transparency, and personalized service
Actively manage client portfolios in adherence to firm policies and industry regulations
Engage in firm-wide initiatives and projects, contributing your expertise to drive strategic growth and innovation

QUALIFICATIONS

Bachelor's degree from an accredited college or university
Preferred certifications include CFP or CPA/PFS
7-10+ years of experience in financial planning
Possession of FINRA series 7 and 66 licenses
Demonstrated organizational prowess, with meticulous attention to detail
Exceptional verbal and written communication skills to effectively engage with clients