Wealth Advisor
Mariner · Oakbrook Terrace, IL · 2 wk ago
HybridFinance$90k–$135k/yrFull-time
Responsibilities
- Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients
- Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
- Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs
- Effectively work with your team and available resources in support of our clients, executing client requests and updating information
- Actively participate in obtaining new clients in partnership with strategic relationships and community networks
Qualifications
- Bachelor’s degree required
- 5+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience
- Series 65, CFP or CFA required
Skills & Knowledge
- Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
- Previous experience with high net worth or ultra-high net worth clients
- Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)
- Highly effective interpersonal, relationship management and communication skills
- Demonstrated talent development experience, training new staff, mentoring interns, etc.
- Excellent organizational and time management skills in a high energy environment to manage multiple priorities
- Strong attention to detail
Pay
Compensation Range: $90K - $135K