Emerging Wealth Advisor

Blue Trust; Deerfield (IL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Professional development opportunities

Collaborative work environment

Job summary

A financial advisory firm in Deerfield, IL seeks an Associate Advisor. This role involves supporting client relationships, preparing financial plans, and contributing to business development initiatives. Ideal candidates will demonstrate excellent communication skills, strong analytical abilities, and a Bachelor’s degree in finance or related fields. The position suits self-starters who can manage multiple priorities in a fast-paced setting. Certifications like CFP® are preferred, and some travel may be required for client engagements.

Qualifications

• 2-5 years of experience in a Financial Planner role with leadership demonstrated.
• Proven decision making and discernment in client interactions.
• Expertise in financial and investment management processes.

Responsibilities

• Support client relationships through technical expertise.
• Lead or co-lead client meetings with advisors.
• Prepare customized financial plans based on client needs.

Skills

Strong verbal and written communication

Problem-solving skills

Analytical skills

Self-starter

Education

Bachelor's degree in finance, financial planning, or accounting

Tools

Microsoft Office

Financial planning software

Job description

A financial advisory firm in Deerfield, IL seeks an Associate Advisor. This role involves supporting client relationships, preparing financial plans, and contributing to business development initiatives. Ideal candidates will demonstrate excellent communication skills, strong analytical abilities, and a Bachelor’s degree in finance or related fields. The position suits self-starters who can manage multiple priorities in a fast-paced setting. Certifications like CFP® are preferred, and some travel may be required for client engagements.