Senior Wealth Management Consultant

1 week ago


Hinsdale, Illinois, United States Jobot Full time
Position Overview

Flexible Remote Work Schedule, Incentivized Bonuses, Profit Sharing, and more.

This role is with a firm that specializes in providing comprehensive financial planning and investment management services tailored to individuals, families, and businesses.

We are dedicated to assisting our clients in reaching their financial aspirations through a customized approach that considers their specific situations and requirements.

Our team of seasoned professionals offers a broad spectrum of services, including:

  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Risk Management
  • Investment Management

We prioritize establishing long-lasting relationships with our clients, offering them the guidance and support necessary to navigate the intricate world of finance.

Key Responsibilities

We are looking for a highly skilled and driven Senior Financial Advisor. The ideal candidate will possess:

  • A proven history of managing client relationships
  • A portfolio of business or a network that can be utilized

This individual will be responsible for:

  • Managing and expanding a portfolio of high-net-worth clients, delivering tailored financial advice and solutions to meet their financial objectives.
  • Creating and executing customized financial plans and investment strategies based on clients' unique needs.
  • Leveraging an existing book of business or network to attract new clients.
  • Conducting regular portfolio assessments and making necessary adjustments to ensure clients' financial goals are achieved.
  • Staying updated with market trends, investment products, and regulatory changes to provide informed advice.
  • Collaborating with team members to deliver a comprehensive approach to financial planning and wealth management.
  • Engaging in networking and business development initiatives to enhance the firm's client base.
  • Maintaining compliance with all regulatory and firm policies and procedures.
Qualifications

The successful candidate will possess:

  • A Bachelor's degree in Finance, Economics, Business, or a related field.
  • Certified Financial Planner (CFP) designation is preferred.
  • A minimum of 7-10 years of experience in financial planning and investment management.
  • A strong grasp of financial markets, investment strategies, and financial planning principles.
  • An existing book of business or network that can be leveraged.


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