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Wealth Advisor Associate

2 months ago

Chicago, United States Windward Recruiting Full time

Wealth Advisor Associate – Chicago, IL

The

Wealth Advisor Associate

opportunity in Chicago, IL will collaborate with analysts, operations, and advisory team members to provide essential client support and contribute to the firm’s holistic financial planning approach.

This role is ideal for a new CFP looking to advance their career in a fiduciary, client-centered, supportive environment.

DUTIES & RESPONSIBILITIES

Strong financial and emotional intelligence, seeking to both support and challenge colleagues, and hungry to build knowledge and gain fresh perspectives.

Adept to accuracy and thoroughness, with a passion for planning and organization.

Address diverse financial planning topics including investments, estate planning, taxes, cash flow, retirement planning, and charitable giving.

Maintain regular client communication, serving as an additional resource to clients and advisors.

Review and prepare customized client meeting materials, including crafting follow-up summaries, planning actions, and conducting transaction reviews and approvals.

Develop investment strategies and broader financial planning recommendations.

Utilize tools like eMoney to create long-term projections for clients and families.

Participate in internal working groups, projects, and presentations.

QUALIFICATIONS

Bachelor’s degree in Finance or a similar field from an accredited university.

CFP designation.

3-5 years of post-CFP financial planning experience preferred.

Strong analytical skills with exceptional attention to detail, ensuring consistency and accuracy in all tasks.

Profound knowledge of personal finance, accounting, and economics with a keen interest in financial planning and a hunger to learn more.

Outstanding communication, organizational skills, and problem-solving ability with the capability to prioritize tasks effectively and manage deadlines.

Technical proficiency in Microsoft Office Suite is required, and experience in Advisor Engine, Tamarac, Canoe, and, eMoney is preferred.

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