Servicing Advisor

4 weeks ago


Northbrook, United States Windward Recruiting Full time

This opportunity is for a results-driven, passionate Servicing Advisor in the Northshore suburbs of Chicago who values collaboration, initiative, and maintaining robust relationships in a niche group of professionals.

DUTIES & RESPONSIBILITIES

  • Provide comprehensive financial planning advice to HNW and UHNW clients, ensuring alignment with their unique goals and objectives.
  • Maintain and expand existing client relationships through attentive service and proactive support.
  • Conduct thorough portfolio and financial planning reviews, offering insightful recommendations to optimize client investments.
  • Assist lead advisors in managing client portfolios and addressing client inquiries and requests.
  • Cultivate enduring client relationships based on trust, transparency, and personalized service.
  • Lead the onboarding process for new client relationships as needed.
  • 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.
  • Support business development efforts by identifying opportunities for growth and expansion.
  • Adhere to regulatory requirements and stay updated on industry best practices.

QUALIFICATIONS

  • Bachelor's degree from an accredited college or university
  • Preferred certifications include CFP or CPA/PFS
  • 5+ years minimum of relevant financial service experience
  • Experience with Money Guide Pro, Black Diamon, and Salesforce a plus
  • FINRA Series 7, 66, and/or 65 licenses
  • Industry knowledge of different financial planning and investment concepts
  • Demonstrated organizational prowess, with meticulous attention to detail.
  • Exceptional verbal and written communication skills
  • Ability to manage multiple tasks simultaneously, balancing analytical and relational responsibilities
  • Strong team player with a collaborative mindset, dedicated to supporting the growth of the advisory practice.


  • Northbrook, United States Windward Recruiting Full time

    This opportunity is for a Servicing Wealth Advisor in the Northshore Suburbs of Chicago. This Servicing Advisor thrives on building and fostering client relationships while collaborating with Senior Wealth Advisors and leadership staff. DUTIES & RESPONSIBILITIES Maintain and enhance existing client relationships and ensure client satisfaction and loyalty....

  • Servicing Advisor

    4 weeks ago


    Northbrook, United States Windward Recruiting Full time

    This opportunity is for a results-driven, passionate Servicing Advisor in the Northshore suburbs of Chicago who values collaboration, initiative, and maintaining robust relationships in a niche group of professionals. DUTIES & RESPONSIBILITIESProvide comprehensive financial planning advice to HNW and UHNW clients, ensuring alignment with their unique goals...

  • Servicing Advisor

    3 weeks ago


    Northbrook, United States Windward Recruiting Full time

    This opportunity is for a results-driven, passionate Servicing Advisor in the Northshore suburbs of Chicago who values collaboration, initiative, and maintaining robust relationships in a niche group of professionals. DUTIES & RESPONSIBILITIES Provide comprehensive financial planning advice to HNW and UHNW clients, ensuring alignment with their unique goals...


  • Northbrook, United States CVS Full time

    As a Labor and Employee Relations Advisor at CVS Health, you will be responsible for supporting a designated business unit by providing advice, consultation and guidance to leaders and employees on the application of CVS Health policies and practices Relations, Labor Relations, Advisor, Management, Business Partner, Retail, Business Services, Health


  • Northbrook, United States Neiman Marcus Group Full time

    Jewelry Sales Associate - Northbrook-() Description Neiman Marcus Group is a relationship business that leads with love in everything we dofor our customers, associates, brand partners, and communities. Our legacy of innovating and our culture of Belonging guide our roadmap for Revolutionizing Luxury Experiences. Our brands include Neiman Marcus and...

  • Men's Sales Associate

    2 weeks ago


    Northbrook, United States Neiman Marcus Group Full time

    Men's Sales Associate - Northbrook-() Description Neiman Marcus Group is a relationship business that leads with love in everything we dofor our customers, associates, brand partners, and communities. Our legacy of innovating and our culture of Belonging guide our roadmap for Revolutionizing Luxury Experiences. Our brands include Neiman Marcus and...


  • Northbrook, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Acts independently within established investment policy guidelines to develop, recommend, and execute investment programs designed to achieve the objectives of large and...

  • Office Manager

    1 week ago


    Northbrook, United States Eilts & Associates, Inc. Full time

    Company DescriptionEilts & Associates, Inc. is a trusted CPA and business consulting firm located in Northbrook, IL. We serve Chicago and suburban area businesses and individuals, providing expertise in tax compliance and preparation, business advisory services, and accounting system implementation. We also offer personalized consulting services to help our...

  • Office Manager

    1 week ago


    Northbrook, United States Eilts & Associates, Inc. Full time

    Company DescriptionEilts & Associates, Inc. is a trusted CPA and business consulting firm located in Northbrook, IL. We serve Chicago and suburban area businesses and individuals, providing expertise in tax compliance and preparation, business advisory services, and accounting system implementation. We also offer personalized consulting services to help our...

  • Office Manager

    1 week ago


    Northbrook, United States Eilts & Associates, Inc. Full time

    Company DescriptionEilts & Associates, Inc. is a trusted CPA and business consulting firm located in Northbrook, IL. We serve Chicago and suburban area businesses and individuals, providing expertise in tax compliance and preparation, business advisory services, and accounting system implementation. We also offer personalized consulting services to help our...

  • Office Manager

    6 days ago


    Northbrook, United States Eilts & Associates Inc Full time

    Company DescriptionEilts & Associates, Inc. is a trusted CPA and business consulting firm located in Northbrook, IL. We serve Chicago and suburban area businesses and individuals, providing expertise in tax compliance and preparation, business advisory services, and accounting system implementation. We also offer personalized consulting services to help our...

  • Senior Sales Manager

    3 weeks ago


    Northbrook, United States Hilco Corp Full time

    **Senior Sales Manager - Commercial Real Estate** **Northbrook, IL** **Overview** Due to business growth, Hilco Real Estate has an immediate opening for a Senior Sales Manager to generate new revenue channels and source opportunities to broker or auction single properties and portfolios of assets. The ideal candidate will have business development...


  • Northbrook, IL, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...


  • Northbrook, United States Hilco Global Full time

    Job Description: Company Overview Hilco Global is a diversified financial services company and merchant bank differentiated by four decades of serving as an advisor, agent, and capital partner in the transactions we touch. Hilco Global delivers customized solutions to undervalued and often challenged companies that may have reached an inflection point....