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Lead Investment Advisor

2 weeks ago

Chicago, Illinois, United States RubinBrown Career Full time

A Lead Investment Advisor is a key participant in client service, team member development, specialty expertise, and business development.   

We help our clients identify, prioritize and achieve their financial goals and objectives utilizing an experienced group of professionals that integrate your income taxes, estate planning and investment advice all in one place.

As a wholly owned affiliate of RubinBrown LLP, one of the nation's largest accounting and business consulting firms, RubinBrown Advisors is dedicated to providing personalized service with integrity and expertise that reflects our parent firm's legacy of excellence.

  • Serve as a Lead Advisor for RubinBrown Advisor clients, providing comprehensive financial planning and investment advisory services
  • Demonstrate the ability to help grow the practice by networking with existing RubinBrown partners and other centers of influence to generate opportunities
  • Effectively deliver financial plans and tailored investment solutions that are in line with the clients goals and objectives
  • Work with Client Service Associate to create custom financial plans and portfolios to meet client goals and objectives
  • Show an ability to create trust and confidence with prospective and existing clients in a short period of time
  • Work well with fellow Lead Advisors in a team environment geared towards the RubinBrown's One Firm Concept
  • Provide superior and high quality service to clients
  • Coordinate with other trusted advisors, when necessary, such as tax, insurance, legal, etc… 
  • Develop team members – serve as advocate, coach, mentor
  • Provide team members with timely and candid performance feedback supporting the firm's performance management process.
  • Demonstrate technical competence in financial planning and with investments
  • Assist in development of transition plans for current partners' RIA clients
  • Generate new business and retain current business
Preferred Experience/Background/Skills
  • Ten + years of experience as an Registered Investment Advisor, Financial Planner or Trust Officer
  • CPA, CFA or CFP designation
  • Series 65 License (or ability to obtain within six months)
  • Utilize Modern Portfolio Theory (MPT)
  • Ability to generate key relationships with centers of influence
  • Proven track record of generating new business
  • Exhibits passion about client service
  • Experience working with high net-worth and affluent individuals
  • Ability to successfully contribute to the success of a strategic business unit of the firm
  • Ability to supervise, coach, and develop individuals and/or large groups
  • Excellent verbal and written communication skills
  • Strict adherence to professional ethics
  • Proficiency in Microsoft Office programs (Word and Excel required)
Working Conditions
  • The typical office hours are 8:00 a.m. to 5:00 p.m. 
  • Ability to work extra hours as determined by the workload and client expectations
  • Travel for this position will be minimal
  • ABility to sit for long periods of time
  • Ability to move throughout office
  • Ability to lift, carry, push, pull up to 30-50 pounds
  • Ability to speak English to communicate with clients, team members, etc.
Colorado, Nevada and Illinois Salary Statement:
The salary range displayed is specifically for those potential applicants who will work or reside in the states of Colorado, Nevada or Illinois, if selected for the role. Any offered salary is determined based on internal equity, internal salary ranges, market data/ranges, applicant skills and prior relevant experience, degrees and certifications (e.g. JD / Technology).  
Lead Investment Advisor
Benefits Summary

EEO Employer W/M/Vet/Disabled