Associate Advisor: Financial Planning & Client Growth

Blue Trust, Inc.; Deerfield (IL); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Career Development Plan training modules

Professional designations support

Job summary

A financial services firm in Deerfield is seeking an Associate Advisor to support client relationships with technical expertise in investments and financial planning. This role includes leading client meetings, developing new business opportunities, and preparing customized financial plans. Ideal candidates will have 2-5 years of experience in financial planning, excellent communication skills, and proficiency in financial software. The company offers a dynamic environment focused on client service excellence.

Qualifications

• Proficiency in Microsoft Excel with expertise in financial modeling.
• 2-5 years experience in a Financial Planner capacity.
• Personal integrity to handle confidential data.

Responsibilities

• Support client relationships with technical financial planning.
• Lead client meetings and oversee action items.
• Prepare customized financial plans for clients.

Skills

Strong verbal and written communication skills

Technical analytical problem-solving skills

Multitasking abilities

Client service excellence

Education

Bachelor's degree in finance or related field

Tools

Microsoft Office Suite

Industry-specific financial planning software

Job description

A financial services firm in Deerfield is seeking an Associate Advisor to support client relationships with technical expertise in investments and financial planning. This role includes leading client meetings, developing new business opportunities, and preparing customized financial plans. Ideal candidates will have 2-5 years of experience in financial planning, excellent communication skills, and proficiency in financial software. The company offers a dynamic environment focused on client service excellence.