Senior Financial Consultant

2 weeks ago


Chicago, Illinois, United States Glades Talent Full time

Job Overview:

We are seeking a highly skilled Senior Financial Advisor to contribute to our team's success. The ideal candidate will have a strong background in wealth management, financial sales, and customer relationship management.

Key Responsibilities:

  • Provide expert financial guidance to clients on investment opportunities, cash management, and tax strategies
  • Develop comprehensive financial plans tailored to individual client needs
  • Monitor and analyze clients' financial situations regularly to ensure goals are being met
  • Build and maintain strong client relationships through excellent service and communication
  • Stay updated on financial market trends, products, and regulations
  • Utilize financial software to track client accounts and provide accurate recommendations

Requirements:

  • Bachelor's degree in Finance, Accounting, or related field; Master's degree preferred
  • Minimum of 5 years of experience in financial services, wealth management, or public accounting
  • Current book of business of $50M+ in AUM
  • Strong knowledge of financial concepts and products
  • Excellent communication and interpersonal skills
  • Relevant certifications such as CFP or CFA are a plus


If you are a dynamic individual with a passion for finance and a drive to help clients achieve their financial goals, we invite you to apply for this exciting opportunity as a Senior Financial Advisor.


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