Private Wealth Advisor

4 weeks ago

Chicago, United States First Principles Group Full time

Job Description


We are currently seeking qualified candidates to join First Principles Group (FPG) Wealth out of Chicago, IL, as a Wealth Management Advisor. This individual will work directly with the Managing Partners and will be dedicated to servicing sophisticated high-net-worth individuals, including small business owners and their families. The ideal candidate will be responsible for managing new and existing client relationships.


Responsibilities

  • Providing a best-in-class service experience to a select group of clients. This entails frequent communication with clients and teammates, both verbally and in writing
  • Developing new client relationships through contacts and networking
  • Improve and develop the process to onboard new clients
  • Servicing and advising clients relative to their wealth management, investment, and financial planning needs
  • Representing the firm in a positive and professional manner
  • Additional duties may entail participating in team projects and assisting with initiatives to streamline firm policies and procedures.


Qualifications

  • Four-year college degree (Bachelor’s Degree in Finance, Business or Economics is preferred)
  • Professional Financial Designation (CFP® designation preferred)
  • Financial Planning and Asset Allocation Experience
  • Strong communication and presentation skills
  • Fun with a good sense of humor
  • Ability to handle multiple tasks and complete in a timely manner
  • Ability to work with a team, yet be a self-starter
  • Familiar with Google Sheets, Slides, Gmail, ChatGPT/Grok, CRM services
  • Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to excel in a fast-paced, team environment. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business but also be a great relationship manager to our existing clients


About First Principles Group


FPG Wealth is a Registered Investment Advisor headquartered in Chicago. FPG is a quickly growing firm with a small team but many exciting things ahead. Reach out if interested, and we can share more on the opportunity. Team@FirstPrinciples.Group

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