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Investment Strategy Consultant

2 months ago

Chicago, Illinois, United States Gpac Full time

We are seeking a skilled and experienced professional to join our expanding advisory team as a financial consultant. In this position, you will work closely with clients to assess their financial objectives and needs, developing thorough financial strategies to guide them towards achieving their goals.

Key Responsibilities:

  • Engage with clients to collect detailed information regarding their financial situation, aspirations, risk appetite, and timelines
  • Evaluate clients' financial health, pinpoint areas for enhancement, and explore various alternatives
  • Design and deliver comprehensive financial strategies that include investment planning, tax optimization, asset distribution, risk assessment, retirement strategies, and estate management
  • Advise on specific investment vehicles and insurance solutions to execute the financial strategies
  • Conduct regular reviews of clients' portfolios, recommend necessary modifications, and ensure alignment with their financial objectives
  • Maintain current knowledge of financial planning regulations, legislation, and updates in tax policies

Qualifications:

  • Bachelor's degree in finance, accounting, business administration, economics, or a related discipline
  • A minimum of 3 years of experience in financial advisory or analysis
  • Preferably possess a CFP (Certified Financial Planner) certification
  • Series 65 license or the capability to acquire one
  • Exceptional analytical, communication, and interpersonal skills
  • Meticulous attention to detail with the ability to clarify complex financial concepts

We provide a competitive compensation package along with benefits and opportunities for career advancement. Become a part of our dynamic team and play a vital role in assisting clients in securing their financial futures.

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