Para Planner/Associate Wealth Manager
4 weeks ago
Our firm is looking to hire talented and dedicated team members who are highly knowledgeable in their field. Our mission is to lead our clients to be outstanding stewards of their finances, enriching their lives, and strengthening their causes. We are seeking an experienced advisor to join our team.
Responsibilities to include:
Manage relationships with clients, earning their trust
Manage clients’ investment portfolios ensuring alignment with client objectives
Develop, recommend, and direct execution of investment strategies for clients
Prepare and present periodic client reviews
Opportunity to develop new clients for your own segmented practice
Assist with new business presentations and client on-boarding
Mentor members of the team
Maintain compliance with all company policies and regulatory practices at the highest standards
Engage with and advise a sophisticated, successful client base; maintain regular contact with clients with a thorough understanding of their individual investment objectives and our financial planning philosophy
Collaborate with external client advisors (i.e., attorneys, accountants)
Assist with research in support of the firm’s investment strategies
Identify areas to improve efficiency throughout our processes
Qualifications:
CFA or CFP designation desirable
5+ years experience as a wealth manager/investment management experience
Well grounded in all financial aspects: retirement planning, investments, estate planning
Excellent communication skills with the ability to explain advanced complex ideas in a format comprehensible to a sophisticated clientele
Strong organizational and time-management skills with the ability to work effectively in a high paced environment
Collaborative team player
-
Associate Wealth Planner
5 days ago
Chicago, United States The Judson Group Full timeJudson Group has partnered with a successful investment advisory firm that currently manages over $7B in client assets in the search for an Associate Wealth Planner. This individual will be supporting the firm’s senior team members with financial planning responsibilities, providing client-centric financial analyses and recommendations to UHNW clients. The...
-
Managing Advisor | Wealth Management
1 week ago
Chicago, United States FORVIS Full timeDescription & Requirements We are seeking to add an experienced Wealth Management professional to serve as a lead Advisor to High-Net-Worth families. How you will contribute: Serve as wealth management advisor on a team helping high net-worth families identify and prioritize their goals & dreams. Contribute to the design and ongoing implementation of a...
-
Tax Manager
2 days ago
Chicago, United States Mission Wealth Full timeJob DescriptionJob DescriptionMission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their future.We are hiring a dynamic...
-
Chicago, United States Goldman Sachs Full timeWealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth...
-
Chicago, United States Bank of America Full timeAt 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 teammates...
-
Wealth Management Specialist
2 weeks ago
Chicago, United States Insight Global Full timePosition: Wealth Management SpecialistLocation: Hybrid. 320 S Canal Street Chicago IL 2-3 days/week in officeDuration: 12 month contract, possible permanent hirePay Rate: $26.44/hour payStart Date: 5/13/24 or 5/20/24Interview Process: 1 round panel via MS TeamsRequirements:Bachelor’s Degree in Finance, Economics, Business or Related2-3 years of experience...
-
Wealth Management Specialist
2 weeks ago
Chicago, United States Insight Global Full timePosition: Wealth Management SpecialistLocation: Hybrid. 320 S Canal Street Chicago IL 2-3 days/week in officeDuration: 12 month contract, possible permanent hirePay Rate: $26.44/hour payStart Date: 5/13/24 or 5/20/24Interview Process: 1 round panel via MS TeamsRequirements:Bachelor’s Degree in Finance, Economics, Business or Related2-3 years of experience...
-
Associate Analyst
5 days ago
Chicago, United States Chicago Metropolitan Agen Full timeAssociate Analyst/Planner - Professional Chicago, IL, US 3 Attachments This position will be housed within CMAP’s Regional Policy and Implementation (RPI) division. Work conducted by this division primarily pertains to regional - A plan to modernize and fully fund the region’s transit system. - A regional climate action plan. - A new regional...
-
Associate Merchandise Planner
2 weeks ago
Chicago, United States Stitch Fix Full time**Associate Merchandise Planner** at Stitch Fix Remote, USA ****ABOUT THE ROLE**** The **ASSOCIATE MERCHANDISE PLANNER** will be responsible for developing, executing and maintaining merchandise plans for a portion of the business. You will be responsible for the pre-season planning and in-season management of your area and you will be an integral part of...
-
Management Consultant
3 weeks ago
Chicago, United States Leland Shaw Full timeJob DescriptionJob DescriptionFast-growing, global management consulting firm specific to the Asset and Wealth Management segments within financial services is growing out their North American team, and has full-time opportunities for experienced consultants at the junior through senior levels in their growing Chicago office. Seeking both all-around...
-
Wealth Advisor
3 weeks ago
Chicago, United States Windward Recruiting Full timeThe Wealth Advisor role involves exposure to a wide variety of Wealth Management areas including financial planning, client relationship management, portfolio management, and tax planning. The Wealth Advisor role has responsibility for managing existing client relationships, formulating, and implementing advice, and will begin to develop new client...
-
Financial Planner
7 days ago
Chicago, United States Identified Talent Solutions Full timeJob DescriptionJob DescriptionWe are hiring Certified Financial Planners (CFPs) to join our growing RIA firm for our Financial Advisor role.Why Apply?Our client provides specialized support so that our Financial Advisors can spend their time where they need to – in front of clients, managing the client relationship, and providing comprehensive financial...
-
Financial Planner
3 weeks ago
Chicago, United States Identified Talent Solutions Full timeJob DescriptionJob DescriptionWe are hiring Certified Financial Planners (CFPs) to join our growing RIA firm for our Financial Advisor role.Why Apply?Our client provides specialized support so that our Financial Advisors can spend their time where they need to – in front of clients, managing the client relationship, and providing comprehensive financial...
-
Private Wealth Advisor
4 weeks ago
Chicago, United States First Principles Group Full timeJob DescriptionWe 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...
-
Private Wealth Advisor
4 weeks ago
Chicago, United States First Principles Group Full timeJob DescriptionWe 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...
-
Chicago, United States Goldman Sachs Full timeA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with...
-
Lead Wealth Advisor
3 days ago
Chicago, United States SkyWater Search Partners Full timeChoose a job you love, and you will never have to work a day in your life. — Confucius We are partnered with a long-standing wealth management team looking to build a legacy plan as leaders plan to retire from the business. This is an opportunity for an experienced Wealth Advisor to inherit a long-standing book of business, lead their own office and...
-
Demand Planner
24 hours ago
Chicago, United States The LaSalle Group Full timeA partner of LaSalle is seeking a highly motivated and detail-oriented Demand Planner to join their dynamic team. The Demand Planner will play a critical role in ensuring optimal inventory levels, meeting customer demand, and supporting the overall success of their supply chain. This position is vital in maintaining the delicate balance between supply and...
-
Event Planner
5 days ago
Chicago, United States Administrative Office of the Illinois Courts Full time**ADMINISTRATIVE OFFICE OF THE ILLINOIS COURTS** **222 North LaSalle Street, 13th Floor** **Chicago, Illinois 60601** **POSITION**: Event Planner **LOCATION**: Hybrid (Remote/In Person) Chicago AOIC Office **DIVISION**: AOIC Judicial College Division **SALARY**: $61,132 - commensurate with experience **BENEFITS**: An attractive judicial branch...
-
Merrill Client Service Associate
4 days ago
Chicago, United States The Bank of America Corporation Full timeBusiness Overview. Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its Client Service, Associate, Financial Advisor, Service, Client, Management, Retail