Associate Wealth Advisor
$75,000–$85,000 year
Hybrid · Illinois, United States
Job Summary
Develop, revise, and present financial plans; create holistic investment strategies; collaborate with Portfolio Management; utilize CRM and custodial platforms; lead client communications and ensure compliant client billing; participate in advisory planning and business initiatives; travel may be required; hybrid schedule defined as 3 days in office per week with 2 remote days; requires Bachelor’s Degree and Series 65 within 120 days; 2+ years of financial services experience; strong interpersonal and analytical skills.
Required Qualifications
- Bachelor’s Degree
- Series 65 or equivalent within 120 days of employment
- 2+ years of financial service experience
- Clean U4
- Strong interpersonal skills; team-orientated approach
- Knowledge of financial industry, financial products, and financial planning concepts
- Excellent analytical skills and attention to detail
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