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Wealth Management Client Advisor

2 months ago

Lincolnshire, Illinois, United States The Ladders Full time
Position Overview:
Are you a seasoned financial advisor with a background in a Registered Investment Advisor (RIA) setting, seeking a firm that prioritizes professional growth? Do you possess a strong enthusiasm for investments and a commitment to guiding clients toward their financial aspirations through effective wealth management strategies? Our expanding wealth management division offers an exceptional opportunity for dedicated wealth advisors who excel in client service and follow-through.

About Us:
The Ladders fosters a dynamic and entrepreneurial atmosphere, providing an engaging environment to serve high-net-worth individuals and families. This role is ideal for a proactive self-starter who will collaborate closely with our Managing Director of Wealth Management, delivering thorough financial analysis and strategic planning that aligns with clients' financial objectives.

Key Responsibilities:
  • Participate in meetings with current clients and potential prospects.
  • Educate clients on financial principles and investment alternatives to empower informed decision-making.
  • Build trust and maintain robust relationships with existing clients to support their financial planning objectives.
  • Develop and present detailed financial analyses and plans that reflect a comprehensive understanding of each client's unique needs.
  • Stay informed on economic trends, financial markets, and regulatory updates to ensure consistent and appropriate client recommendations.
Qualifications:
  • Bachelor's degree in finance, economics, or a related discipline.
  • A minimum of 5 years of demonstrated client-facing experience in an RIA or comparable firm.
  • Familiarity with Tamarac and Envestnet, along with knowledge of custodial platforms such as Schwab and Fidelity, is advantageous.
  • Possession of Series 65 licensure.
  • CFP certification or eligibility, with a CPA or SFA background, is welcomed.
  • Proficiency in financial planning software, including MoneyGuidePro.
  • Exceptional client service abilities and the capacity to convey complex financial concepts in a clear manner.
  • Strong written and verbal communication skills.
  • Integrity in handling confidential information.
  • Bilingual proficiency in Spanish is a significant advantage.