Senior Financial Advisor

23 hours ago

Oak Brook, Illinois, United States Claire Myers Consulting Full time
Job Title: Sr Lead Advisor

Compensation: $95,000 - $120,000+ base salary with bonus structure. Overall compensation: $150,000-200,000+

Claire Myers Consulting is seeking a dynamic and experienced Sr Lead Advisor to join our team. As a key member of our wealth management team, you will be responsible for building and maintaining strong relationships with existing clients, understanding their financial goals, needs, and preferences.

Key Responsibilities:

  • Collaborate with clients to assess their financial situation, develop comprehensive financial plans, and provide strategic advice to help them achieve their objectives.
  • Oversee and manage client investment portfolios, ensuring alignment with their financial goals and risk tolerance.
  • Conduct thorough risk assessments for clients, considering market conditions, economic factors, and individual risk profiles.
  • Stay informed about financial products, investment options, and market trends to offer relevant and up-to-date advice.
  • Effectively communicate complex financial concepts to clients clearly and understandably, keeping them informed about their investments and financial strategies.
  • Address client concerns and resolve issues promptly, demonstrating problem-solving skills and a commitment to client satisfaction.
  • Ensure compliance with financial regulations, industry standards, and company policies to protect both clients and the firm.
  • Identify opportunities for business growth by acquiring new clients, cross-selling financial products, and expanding relationships with existing clients.
  • Stay abreast of industry developments, competitors, and market conditions to provide valuable insights and recommendations to clients.
  • Maintain accurate and detailed records of client interactions, financial plans, and investment decisions in compliance with regulatory requirements.
  • Work closely with other departments within the financial advising firm, such as investment analysts, legal, and compliance teams, to ensure a comprehensive and coordinated approach to client service.
  • Pursue ongoing professional development, staying informed about changes in financial markets, regulations, and industry best practices.

Qualifications:

  • 8+ years of experience in Financial Services
  • Understanding and ability to articulate Financial Planning
  • Ability to advise clients on all aspects of their balance sheet including investment accounts, cash management, qualified plans, real estate, credit and alternatives
  • Working understanding of tax thresholds, types of taxation for different instruments and accounts, and the levers for increasing or reducing taxes
  • A comprehensive understanding of financial markets and a relentless drive to learn more
  • Series 7, Series 66/63 and State Life & Health or similar. Unlicensed candidates will be considered but required to obtain the requisite licenses within 120 days of employment
  • CFP, CFA, CPA, J.D. or similar certification or degrees preferred

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