Associate Financial Advisor

JCW Group; Buffalo Grove (IL); Presencial; USD 65.000 - 90.000; Jornada completa

Descripción de la vacante

JCW Group, a growing fee-only wealth management firm in the Chicago area, is hiring an Associate Financial Advisor to support relationship management and financial planning under the Lead Advisor. The ideal candidate will have 2+ years in a client-facing role at an RIA and familiarity with tax planning strategies.

A CPA or EA is a plus but not required. Day-to-day responsibilities include assisting in developing customized financial strategies, meeting with clients to review plans, and

Formación

• 2+ years of experience in a client facing role at another RIA firm.
• Familiar with tax planning strategies.

Responsabilidades

• Assist the Lead Advisor in developing customized financial strategies.
• Meet with clients to review financial plans, updates, and recommendations.
• Assist the Lead Advisor in implementing tax-efficient financial plans.
• Prepare and present planning scenarios related to tax impact, including strategies such as RMD planning and tax optimization.

Conocimientos

Client facing

Tax planning

Relationship management

Educación

CPA/EA preferred

Herramientas

eMoney

Internal systems

Descripción del empleo

A growing fee-only wealth management firm in the Chicago area is looking to hire an Associate Financial Advisor. This position will report into the firm's Lead Advisor and will support in relationship management and financial planning. An ideal candidate will have prior experience in a client facing role and will be well versed with Tax planning. A CPA or EA is a plus but not required.

Day to day you will:

• Assist the Lead Advisor in developing customized financial strategies.
• Meet with clients to review financial plans, updates, and recommendations.
• Assist the Lead Advisor in implementing tax-efficient financial plans
• Prepare and present planning scenarios related to tax impact, including strategies such as RMD planning and tax optimization.
• Maintain accurate and up-to-date client financial data within eMoney and internal systems.

You should apply if you:

• Have 2+ years of experience in a client facing role at another RIA firm.
• Are familiar with tax planning strategies.