Financial Advisor-Service

2 days ago

Chicago, IL, United States RK Partners Full time
Private Wealth Service Advisor

Join a team where your expertise truly shapes client outcomes.

At our firm, we help clients Achieve Financial Peace of Mind™ through a boutique, high-touch wealth management experience. By deeply understanding what matters most to our clients and delivering comprehensive, sophisticated planning, we are proud to serve high-net-worth families with clarity, care, and excellence.

Our firm currently advises on approximately $700M AUM and over 450 households. Our culture is collaborative, client-centered, and driven by a commitment to doing the right thing, every time.

We are seeking an experienced, relationship-focused Private Wealth Service Advisor who takes pride in delivering best-in-class planning. You will partner closely with a Private Wealth Advisor to design, refine, and implement holistic financial plans, while playing a key role in elevating the client experience. This is an opportunity to join a respected firm where your technical skill, strategic thinking, and passion for client outcomes will be valued and rewarded.

What you can expect...

You will be a core contributor in delivering a world-class planning experience by:

Comprehensive Planning & Analysis
  • Building and updating holistic financial plans for both new and existing clients.
  • Collaborating with Private Wealth Advisors while bringing your own professional insight to tailor recommendations.
  • Translating client goals, timelines, and data into an integrated plan covering:
    • Investments & portfolio construction
    • Retirement planning & income distribution
    • Estate planning concepts
    • Insurance analysis (Life, Disability, Long-Term Care)
    • Cash flow & liability management
    • Tax-aware strategies
    • Education funding
    • Major purchases & long-term savings strategies
    • Business planning
Client-Ready Deliverables & Support
  • Creating and updating investment proposals and insurance illustrations.
  • Preparing advisors with planning insights and investment updates prior to client meetings.
  • Ensuring all planning data and client information is accurately captured in our CRM.
Client Engagement & Growth
  • Once acclimated to our planning philosophy, contributing directly to client education and plan delivery.
  • Partnering across the firm to enhance our service model and drive client satisfaction
Let's talk about you...

We're looking for a professional who brings both technical excellence and genuine care:
  • Bachelor's Degree required
  • Certified Financial Planner® (CFP®) designation strongly preferred
  • Experience working with high-net-worth or mass-affluent clients
  • Thoughtful, collaborative, detail-oriented, and committed to doing work that improves clients' lives
  • Able to be in our Manhattan Beach office 3x per week to support client meetings and teamwork
Why join our firm vs anyone else?
  • Partner with a team that values your ideas, expertise, and professional growth
  • Direct impact on clients' most important financial decisions
  • A culture built on integrity, collaboration, and excellence
  • Opportunities to deepen client-facing responsibilities over time
Compensation
  • Compensation is aligned with experience, expertise, and ongoing client service. The structure provides predictable income with meaningful performance-based upside, reflecting both individual and team impact.
  • Health Benefits, 401K with match, disability insurance, PTO

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