Wealth Advisor

4 weeks ago

Northbrook, United States CareerBuilder Full time

This

Wealth Advisor

will be responsible for developing relationships with and providing financial planning advice to ultra/high net worth clients while collaborating with senior leadership to uphold the firm's commitment to excellence and client satisfaction.

DUTIES & RESPONSIBILITIES

Provide comprehensive financial planning advice to ultra/high net worth clients, ensuring alignment with their unique goals and objectives

Conduct thorough portfolio and financial planning reviews, offering insightful recommendations to optimize client investments

Cultivate client relationships based on trust, transparency, and personalized service

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

QUALIFICATIONS

Bachelor's degree from an accredited college or university

Preferred certifications include CFP or CPA/PFS

5+ years of experience in financial planning

Possession of FINRA series 7 and 66 licenses

Demonstrated organizational prowess, with meticulous attention to detail

Exceptional verbal and written communication skills to effectively engage with clients

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