CFP® Private Wealth Planner — Strategy, Plans & Client Impact

RK Partners; Chicago (IL); Vor Ort; USD 100.000 - 140.000; Vollzeit

Benefits dieser Stelle

Medical insurance

Dental insurance

Vision insurance

401(k) with employer match

Life insurance

Disability insurance

Paid time off

Zusammenfassung

RK Partners is seeking a Private Wealth Associate in Boston, MA to join a growing private wealth management team. The role blends financial planning with direct client relationships, partnering with a Private Wealth Advisor to analyze client situations, develop recommendations, prepare plans, and participate in client meetings.

Applicants should be CFP-certified with several years of wealth management experience, capable of building comprehensive plans and presenting recommendations to clients.

Qualifikationen

• Experience in financial planning or private wealth management.
• Ability to develop comprehensive financial plans and recommendations.
• Familiarity with life insurance and risk-management planning.
• Experience working directly with clients and answering complex questions.

Aufgaben

• Build, analyze, and update comprehensive financial plans for clients.
• Develop recommendations for advisor review and client presentation.
• Prepare proposals, scenario analyses, and materials for meetings.
• Explain planning recommendations to clients during meetings.
• Develop strategies across investments, retirement, estate planning, tax considerations, cash flow, education funding, and business-owner planning.
• Evaluate life, disability, and long-term care insurance needs and integrate into plans.

Kenntnisse

Analytical skills

Communication

Relationship-building

Ausbildung

Bachelor's degree

CFP certification

Tools

eMoney

Envestnet

NetX360

Jobbeschreibung

RK Partners is seeking a Private Wealth Associate in Boston, MA to join a growing private wealth management team. The role blends financial planning with direct client relationships, partnering with a Private Wealth Advisor to analyze client situations, develop recommendations, prepare plans, and participate in client meetings.

Applicants should be CFP-certified with several years of wealth management experience, capable of building comprehensive plans and presenting recommendations to clients.