Associate Financial Advisor

4 weeks ago

Chicago, United States Claire Myers Consulting Full time

Compensation & Benefits- $90-110K base salary plus $8-15K additional bonus and "on-call" compensation


Our client is a mission-driven women-owned fee-only financial planning practice who is looking for a CERTIFIED FINANCIAL PLANNER™ to manage day-to-day client service. When we say this business owner is the best of the best, we are not exaggerating Her team has a long tenure and care deeply about the clients and community they serve.


In this role, you’ll play a pivotal part in ensuring the smooth operation during our busy "Surge Months" while maintaining a high quality client experience during our slower seasons. The AFA will be responsible for proactive client meeting preparation, follow-up, and technical client minutiae. We're looking for someone who will embody our down-to-earth culture with a focus on accountability and inclusivity as we help our niche of women, POC, and LGBTQIA+ clients who are self-employed or earn equity compensation.


Responsibilities


  • Prepare agendas, recommendations, and supporting materials for client meetings.
  • Facilitate meeting wrap-up, including implementing action items, processing new business, and executing trades.
  • Manage Financial Planning processes and preparation within the practice.
  • Provide investment analysis and recommendations utilizing our model portfolios.
  • Conduct Cash Flow Assessment analysis.
  • Communicate recommendations to Financial Advisor for client meetings and e-mail check-ins.
  • Prepare reports and materials for client meetings, both in-person and virtual.
  • Obtain, track, and analyze client data.
  • Attend to client requests promptly, replying within 24 business hours.
  • Track and coordinate updates of information within our CRM system.


Expectations


  • Detail-oriented with excellent time management skills.
  • Excellent organizational skills.
  • Clear communication with team members.
  • Expertise in financial planning advice.
  • Ability to develop and maintain written systems and processes.
  • Quick learner who communicates needs for additional help or training.
  • Ability to anticipate outcomes.
  • Track personal ongoing and ad hoc tasks.
  • Ability to work independently and be a self-starter.
  • Proactive approach towards servicing clients.


Requirements


  • 3+ years of experience in the industry
  • CFP® certification
  • Excellent organizational and time management skills.
  • Strong work ethic.
  • Ability to be flexible and adapt to new situations.
  • Extraordinary client service orientation.
  • Ability to handle multiple tasks and operate on tight deadlines.


Technical Experience (a plus)


  • Redtail CRM
  • eMoney
  • Slack
  • Schwab Advisor Center
  • Morningstar Office and TRX
  • Pulse 360
  • Knudge
  • Monarch Money
  • YourStake


Compensation & Benefits


  • $90-110K base salary plus $8-15K additional bonus and "on-call" compensation
  • 4 Day Work Week (outside of Surge season)
  • Employer paid Health Insurance
  • Employer paid Life and Disability Insurance
  • Student Loan Matching
  • Employer-sponsored 529 with match
  • 401k with match and profit-sharing contributions
  • Dependent Care Monthly Benefit
  • Unlimited PTO
  • Paid Sabbatical at 5 years
  • 4 months of Paid Family Leave
  • Employer paid continuing education and certifications/licenses.
  • Additional "perks" including cell phone reimbursement, business casual dress code, company-provided lunches and snacks, individual office thermostats, and more

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