Private Wealth Advisor

2 weeks ago

Chicago, Illinois, United States First Principles Group Full time

Job Description

We are currently seeking qualified candidates to join First Principles Group (FPG) Wealth out of Chicago, IL, as a Wealth Management Advisor. This individual will work directly with the Managing Partners and will be dedicated to servicing sophisticated high-net-worth individuals, including small business owners and their families. The ideal candidate will be responsible for managing new and existing client relationships.

Responsibilities

  • Providing a best-in-class service experience to a select group of clients. This entails frequent communication with clients and teammates, both verbally and in writing
  • Developing new client relationships through contacts and networking
  • Improve and develop the process to onboard new clients
  • Servicing and advising clients relative to their wealth management, investment, and financial planning needs
  • Representing the firm in a positive and professional manner
  • Additional duties may entail participating in team projects and assisting with initiatives to streamline firm policies and procedures.

Qualifications

  • Four-year college degree (Bachelors Degree in Finance, Business or Economics is preferred)
  • Professional Financial Designation (CFP designation preferred)
  • Financial Planning and Asset Allocation Experience
  • Strong communication and presentation skills
  • Fun with a good sense of humor
  • Ability to handle multiple tasks and complete in a timely manner
  • Ability to work with a team, yet be a self-starter
  • Familiar with Google Sheets, Slides, Gmail, ChatGPT/Grok, CRM services
  • Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to excel in a fast-paced, team environment. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business but also be a great relationship manager to our existing clients

About First Principles Group

FPG Wealth is a Registered Investment Advisor headquartered in Chicago. FPG is a quickly growing firm with a small team but many exciting things ahead. Reach out if interested, and we can share more on the opportunity. .Group

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