Financial Advisor

Lead Advisor; Vernon Hills (IL); On-site; USD 85,000 - 120,000; Full time

Job summary

Lead Advisor in Greater Chicago is seeking a Service Manager to deliver financial plans and prepare case materials for client meetings. You will also coordinate service for clients and prospects and serve as the focal point for workflow between teams.

In this role, you will act as Relationship Manager for a subset of clients, upholding confidentiality and delivering clear, professional communication using Microsoft Office and related tools.

Qualifications

• Bachelor’s degree or related equivalent experience.
• 3–5 years in wealth management or investment management.
• FINRA Series 7 & 63/65 licenses.
• Life & Health License.

Responsibilities

• Execute delivery of financial plans and case preparation for client meetings.
• Prepare the Relationship Manager for client meetings and opportunities.
• Coordinate workflow and service for clients and prospects.
• Serve as the Relationship Manager for a subset of the company's clients.

Skills

Relationship management

Communication

Attention to detail

Confidentiality

Problem solving

Organizational skills

Microsoft Office

Education

Bachelor’s degree or equivalent experience

FINRA Series 7 & 63/65

Life & Health License

Tools

Microsoft Office Suite

Job description

Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients, a top wealth management practice in Greater Chicago.

Serve as the Service Manager for a subset of the company's clients.

• Execute delivery of financial plans and case preparation for client meetings.
• Prepare the Relationship Manager for client meetings and opportunities.
• Serve as the focal point for coordinating workflow and service for clients and prospects.
• Serve as the Relationship Manager for a subset of the company's clients.

Qualifications

• Bachelor’s degree or related equivalent experience.
• 3-5 years in the wealth management or investment management industry.
• FINRA Series 7 & 63/65
• Life & Health License

Key Characteristics

• Strong ability to cultivate, produce, and maintain relationships.
• Approachable, respectful, and inclusive communication.
• Ability to give and receive constructive feedback.
• Ability to maintain confidentiality.
• Excellent verbal and written communication skills.
• Superior verbal and written communication and interpersonal skills.
• Extremely proficient in Microsoft Office Suite or related software.
• Excellent organizational skills and attention to detail.
• Excellent analytical, decision-making, and problem-solving skills.