Wealth Planning Associate

4 weeks ago

Chicago, Illinois, United States William Blair Full time
Join William Blair

Solutions for Today's Challenges. Vision for Tomorrow's Opportunities.

Our Mission

At William Blair, we deliver trusted advice for nearly nine decades, deepening our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia.

Our Values

We are committed to our people and culture, values, clients, and local communities. Our unique experiences, perspectives, and backgrounds set us apart as an independent partnership.

Our Services

We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries.

Our Team

We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions.

Our Culture

We work tirelessly to create an inclusive culture and take pride in fostering employees' professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect.

Our Legacy

We are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder.

About the Role

The qualified candidate will assist the Wealth Planning team in the analysis and preparation of wealth plans for existing and prospective clients. This individual will perform cash-flow modeling, risk management/insurance analysis, educational modeling, estate plan document preparation, and tax planning.

Responsibilities

  • Build knowledge of investments, insurance, income/gift/estate taxation, retirement planning. Perform research as directed by senior Wealth Planning staff. Consult with outside professionals when necessary. Synthesize findings into relevant content for wealth plans.
  • Assist the Wealth Planning team with data gathering, data input, plan analytics, drafting correspondence and creating financial planning exhibits.
  • Perform wealth planning analyses such as cash flow planning, investment planning/asset allocation, income tax planning, risk protection/insurance, retirement planning and estate planning.
  • Collect and maintain client data according to established policies and requirements.
  • Respond to client inquiries/service requests in a timely and proactive manner. Identify and communicate issues/potential problems that may require escalation.
  • Ensure all wealth planning activities are in compliance with applicable rules, regulations, policies and procedures.
  • Additional responsibilities as requested.

Qualifications

  • Bachelor's Degree required
  • CFP (or working towards a CFP) preferred
  • 2-5 years of experience in wealth planning required
  • SIE Exam, Series 7, and Series 63/65 (or 66) must be acquired within 120 days of employment
  • Maintain licenses by meeting required CPE hours
  • Ability to effectively manage multiple tasks
  • Client service oriented
  • Strong written and verbal communication skills
  • Strong analytical skills
  • Ability to work well in a team environment
  • Proficient in Microsoft Office products and Salesforce software

Equal Opportunity Employer

William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for.

Be Aware of Hiring Scams

William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.

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Contact Us

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