Current jobs related to Wealth Advisor II - Schaumburg - The Ladders

  • Wealth Advisor | Schaumburg

    2 months ago

    Schaumburg, United States BankTalent HQ Full time

    Position Summary The Private Wealth Advisor's (PWA) primary responsibility is to serve as personal relationship manager to Busey Wealth Management clients. The Advisor will engage in proactive and ongoing communication with clients to build and maintain relationships and to develop a deep understanding of clients' unique goals and objectives. The reporting...

  • Financial Investment Analyst

    1 week ago

    Schaumburg, Illinois, United States Vista Wealth Management Group, LLC Full time

    Position Overview:Investment AnalystOPPORTUNITY FOR GROWTH – ATTRACTIVE COMPENSATION – EXCELLENT BENEFITSROLE SUMMARYThis role is essential in assisting our financial advisors and enhancing our advisory services. Without this position, our advisors would be unable to focus entirely on our clients; thus, we consider this role vital to our overall success...

  • Financial Planner Associate

    4 weeks ago

    Schaumburg, United States Kutchins, Robbins and Diamond Full time

    Job DescriptionJob DescriptionKRD Wealth Management LLC, a fee-based and independent financial planning firm, is seeking a qualified Financial Planner Associate to join our team. This role is critical in supporting our advisors with financial reporting, planning, and client services. We seek a professional with high ethical standards and a strong...

  • Wealth Planner

    3 weeks ago

    Schaumburg, United States Fidelity Investments Full time

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • Financial Planner Associate

    3 weeks ago

    Schaumburg, United States Kutchins, Robbins and Diamond Full time

    Job DescriptionJob DescriptionKRD Wealth Management LLC, a fee-based and independent financial planning firm, is seeking a qualified Financial Planner Associate to join our team. This role is critical in supporting our advisors with financial reporting, planning, and client services. We seek a professional with high ethical standards and a strong...

  • Wealth Planner

    3 weeks ago

    Schaumburg, United States Fidelity Investments Full time

    Job Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • Wealth Planner

    2 weeks ago

    Schaumburg, United States Fidelity Investments Full time

    Job Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • Financial Investment Advisor

    1 week ago

    Schaumburg, Illinois, United States Fidelity Investments Full time

    Investment Consultant at Fidelity InvestmentsBecome a part of a reputable leader in the financial services sector, where the emphasis is on nurturing client relationships rather than mere transactions. At Fidelity Investments, you will collaborate closely with clients to deliver personalized investment strategies and financial planning that cater to their...

  • Wealth Management Consultant

    3 weeks ago

    Schaumburg, United States Fidelity Investments Full time

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • Wealth Management Consultant

    3 weeks ago

    Schaumburg, United States Fidelity Investments Full time

    Job Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • Financial Risk Compliance Specialist

    1 week ago

    Schaumburg, Illinois, United States Cetera Financial Group Full time

    The Financial Compliance Analyst role collaborates closely with the Senior Analyst team leader. This position involves conducting post-trade evaluations on various financial instruments to pinpoint potential risks and breaches of broker-dealer regulations. Additionally, this role focuses on recognizing trends and patterns in advisors' trading activities to...

  • Financial Professional

    4 weeks ago

    Schaumburg, United States Cetera Financial Group Full time

    Job Description**Please note: this role will be based onsite in the Greenfield, WI location of PyraMax Bank Attention finance, insurance, and sales professionals-are you ready to take on a position that challenges your skills and rewards your performance? Cetera Financial Institutions is looking for motivated and capable individuals to fill the role of a...

  • Financial Risk Compliance Specialist

    1 week ago

    Schaumburg, Illinois, United States Cetera Financial Group Full time

    The Financial Compliance Analyst role collaborates closely with the Senior Analyst team leader. This position involves conducting post-trade assessments on various financial instruments to pinpoint potential risks and breaches of broker-dealer regulations. Additionally, the analyst will analyze trading patterns and trends of advisors to reduce unnecessary...

  • Financial Compliance Analyst

    4 weeks ago

    Schaumburg, United States Cetera Financial Group Full time

    The surveillance analyst position works directly with the Senior Analyst team leader. The role will include post-trade reviews on financial products to identify potential risks and violations of broker-dealer policies. This role will also include the identification of trends and patterns of the advisor’s trading behavior to mitigate undue risk to the...

  • Senior Financial Strategy Consultant

    1 week ago

    Schaumburg, Illinois, United States Zurich NA Full time

    Position Overview:Zurich North America is seeking a Senior Financial Strategy Consultant to join our Crop Business Unit. This pivotal role is dedicated to enhancing and scrutinizing the financial performance of our Crop division.Key Responsibilities:Lead the development of financial strategies and forecasts in collaboration with key stakeholders across the...

  • Investment Consultant

    3 months ago

    Schaumburg, United States Fidelity Investments Full time

    Job Description : Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We...

  • Investment Consultant

    7 hours ago

    Schaumburg, United States Fidelity TalentSource LLC Full time

    Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower...

  • Senior Drainage/Water Resource Engineer

    2 weeks ago

    Schaumburg, United States Transystems Full time

    Overview We are excited to share once again TranSystems has been recognized as a top 100 design firm by Engineering News-Record in 2024. TranSystems is committed to building strong relationships with our clients, partners, and communities, because we believe we can go farther together. We act with integrity, use resources wisely, and proactively enhance...

Wealth Advisor II

2 months ago

Schaumburg, United States The Ladders Full time
Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don't have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money - "A family office for your family." We connect the dots of our clients' financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more. Today, we proudly serve over 25,000 families, across over 90 cities, with over $45 Billion in assets entrusted to our care. And we do this as an independent, national fiduciary - which means we are committed to always working in the clients' best interest.

When you join our team, you will find that it is different from what you typically see in our industry. Our client-facing professionals of in-house experts are 50% women, as is our overall employee base. We bring together the best talent wherever they live -with no formal headquarters, and many flexible working arrangements - so we can assemble the best team.

Job Summary:

The Wealth Advisor II works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors and local office Wealth Management leadership to support the team's region-wide business development and client service efforts.

Essential Job Functions for the Wealth Advisor will include:

  • Functioning as the primary trusted advisor to the firm's mass affluent clients
  • Ensuring retention of the firm's clients as well as generating referrals
  • Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning
  • Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients
  • Managing client communications and follow-up with clients' other advisors
  • Ensuring adherence to company standards of client care, meetings, referrals and retention
  • Attending company workshops or lectures and speak to groups of potential clients when called upon
  • Implementing company policies and procedures
  • Other duties as needed
Required Knowledge, Skills and Abilities:

Education:
• Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus

Experience:
• Seven (7) to twenty-five (25) years of job-related experience

Certifications:
• Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC), or Series 65 (S65) would be considered

Job Skills:
• Knowledge of and the ability to present investment, finance, insurance, and tax planning concepts
• Has achieved core knowledge of job skills; may spend 50% or more time on Financial Planning
• Client Focus and client-oriented position, but sales aptitude and experience is also highly desired
• Continually seeks to enhance job knowledge, learn quickly and efficiently
• Must be a humble, entrepreneurial, hardworking team player with a positive "can do" attitude
• Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred
• Technical and analytical training and experience in financial planning
• Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment
• Ability to work without close supervision managing and prioritizing deliverables
• Must be highly flexible and confidential with all matters
• Ability to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed for role

Competencies:

Business & Technological Knowledge

Industry Experience

Knowledge of the industry, financial products, and financial planning concepts

Economic Landscape

Knowledge of the economic landscape/general understanding of impact on the Firm and clients

Business Ops - CSU

Strong working/core understanding of CSU Operations

SO's - FWS

Can generate and review performance reports and present recommendations to client relationship manager

SO's - FP

Knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client

assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients

Wealth Management

Strong core understanding of our investments and ISG; perform asset allocation and analysis for portfolio reviews/investment research; Can prepare reports to illustrate trends and possible risks of various investment opportunities

Core Tech/Platforms

Expert use of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce, Docusign)

Compliance

Comprehensive understanding of compliance requirements

INTERPERSONAL EFFECTIVENESS

Teamwork & Collaboration

Role model for cross-Firm teamwork and collaboration

Work Environment

Role model for contributing to a positive work environment

Balancing Priorities

Balances competing priorities and manages time pressures with composure

Trustworthiness

Instills trust across the Firm as someone who can be counted on for honesty, integrity, and reliability

Professional Presence

If needed, can facilitate aspects of client, team meetings and internal trainings; participates appropriately in business/social functions

Communications

Presents oral and written communications in a concise and well-organized form

CLIENT FOCUS & ACCOUNTABILITY

Client Service

Assists in the development of materials for client meetings and follow-ups. Proactively seeks opportunities to provide support to Financial Planners and/or Wealth Advisors

Resource Coordination

Begins to establish internal resource channels needed to deliver high quality work on a timely basis

Growth Mindset

Can play a supporting role in business development activity/activities; beginning to build a network of business contacts in the market

Quality

Takes responsibility for ensuring work quality

LEADERSHIP

Guiding Principles

Consistently demonstrates full commitment to Firm vision and values

Talent Development & Team Leadership

Formally involved in training, coaching, and mentoring more junior employees; leads planners in the production of client deliverables; ensures that planners are developing. Seeks new leadership opportunities.

Innovation & Change Management

Identifies opportunities for improvement and proposes solutions

Firm-building

Represents the Firm in a professional manner

Driving Results

Partners with others to support achievement of KPI goals

Work Schedule:

Business hours Monday through Friday.

Working Conditions:

Professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings.

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
  • Company Paid Basic Life & AD&D Insurance
  • Company Paid Short-Term and Long-Term Disability Insurance
  • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
  • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
  • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
  • Two comprehensive Dental Plans
  • Vision Insurance Plan
  • Dependent Care Savings Account for child and dependent care.
  • 14 Company Paid Holidays with a full week off at Thanksgiving.
  • Generous paid time off program for vacation and sick days
  • Employee Assistance Plan
  • Family Medical Leave
  • Paid Parental Leave (6 weeks)
  • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
  • Adoption Assistance Reimbursement Program
  • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.
  • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
  • Pet Insurance


We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.