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Wealth Management Expert

1 month ago

Chicago, Illinois, United States William Blair Full time
Wealth Advisor Role

As a Wealth Advisor at William Blair, you will play a critical role in identifying and establishing relationships with high net worth investor prospects. You will build an understanding of their short- and long-term financial goals and convert prospects to clients with assets under supervision.

Key Responsibilities:
  • Identify and establish relationships with high net worth investor prospects
  • Develop prospect pipeline and regularly conduct calls/meetings with potential clients
  • Build an understanding of client needs and investment objectives and seek ways to expand relationships
  • Maintain detailed knowledge of William Blair products, services, and capabilities, as well as marketing and research resources
  • Collaborate across other functions to identify possible solutions for achieving client investment objectives
  • Continuously seek opportunities to expand knowledge and stay up-to-date on industry trends
  • Create business development plans focused on acquiring clients and assets under supervision
  • Develop targeted client list, marketing strategies, closing techniques, investment philosophy, and performance metrics
  • Track performance against plan
  • Develop client relationships and provide exceptional client service to high net worth investors
  • Monitor clients' investment objectives on an ongoing basis and work to expand existing relationships and secure additional assets under supervision
  • Advise investors on products and investment strategies
  • Recommend and build appropriate portfolios consistent with client objectives
  • Customize portfolios based on a holistic approach to client objectives, including financial and event planning, flow management, and asset management
  • Monitor portfolio performance against desired performance returns and refine strategy as needed
  • Rebalance portfolios based on changes in client investment objectives
  • Represent William Blair in the financial and local community as a licensed advisor, operating with the highest professional standards
  • May lead a team of Wealth Advisors and Private Wealth Management investment and client support staff
  • Provide mentorship and guidance to less experienced Wealth Advisors
  • Ensure all advisory activities are in compliance with applicable rules, regulations, policies, and procedures
Qualifications:
  • Bachelor's Degree or equivalent experience required
  • 5+ years of prior investment sales and portfolio management experience serving high net worth clients required
  • SIE Exam, Series 7, and Series 66 (or Series 63 and Series 65) within 150 days of employment (new hires, for US only)
  • CFA or CFP candidate preferred
  • Excellent sales, presentation, and communication skills
  • Demonstrated commitment to satisfying clients
  • Demonstrated interest in behavioral economics
  • Entrepreneurial spirit and high level of self-motivation
  • Detailed knowledge of investment concepts, terminology, products, procedures, and applicable regulations
  • High-quality compliance record

William Blair is an equal opportunity employer. We comply 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.

Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume.

Any unsolicited resumes received will not be considered as a valid submission.

Contact us should you have any questions or concerns.