Private Wealth Advisor
$60,000–$60,000 year
On-siteHickory Hills, Illinois, United States
Job Summary
Manage a portfolio of client relationships by conducting regular meetings to review goals, financial information, and investments. Assess client risk tolerance and return goals to construct and rebalance investment portfolios based on changing circumstances and market conditions. Provide financial planning advice through introductions to in-house insurance experts and resources. Prospect new wealth business by fostering relationships with internal business partners and developing external center of influence opportunities. Maintain in-depth knowledge of economic and financial conditions to consult clients appropriately throughout the business cycle.
Required Qualifications
- Bachelor's Degree in Finance, Business or related field
- 3 years of retail or institutional wealth/investment experience
- Must possess strong relationship building skills including verbal and written communication skills
- Working knowledge of investment markets, products and services and the ability to implement investment strategies to meet client needs and goals
- Must possess excellent sales and closing skills
- Series 6 or 7 licenses to sell brokerage products
- State Life and Health Insurance Licenses
- Ability to build and develop a robust sales pipeline
Desired Qualifications
- CFP, MBA or Professional designation(s) preferred
Additional Requirements
- We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position
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