Investment Advisory Consultant

3 weeks ago


Chicago, Illinois, United States RK Partners Full time
Job Description

We are seeking an Investment Advisory Consultant to join our team at RK Partners. As a key member of our organization, you will be responsible for providing comprehensive financial planning and investment advice to clients covering wealth management, estate planning, retirement planning, insurance & tax strategies.

Key Responsibilities:

  • Build and maintain strong relationships with clients to understand their financial needs and objectives
  • Stay up-to-date on market trends, economic conditions, and investment products
  • Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial solutions

Benefits:

  • Flexible schedule
  • Professional development assistance
  • Referral program


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