Growth-Focused Associate Financial Advisor

Financial Planner Recruiting, LLC; Chicago (IL); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Insurance reimbursement

PTO

401k

Job summary

Our client, a boutique wealth management firm in Chicago, seeks an Associate Financial Advisor to support the advisory practice, build client relationships, and prepare financial plans for delivering high-level client experiences.

The role emphasizes marketing, client acquisition, and compliant advisory practices, with opportunities to lead seminars, coordinate campaigns, and tailor financial solutions for a growing client base.

Qualifications

• Strong business development acumen to grow the practice.
• Ability to conduct client meetings and gather data for planning.
• Excellent interpersonal and advisory communication skills.

Responsibilities

• Marketing and client acquisition: develop and implement annual marketing plan to meet client acquisition goals.
• Financial planning and advice: prepare planning discussions and deliverables for client meetings; gather and enter client data into tools; develop recommendations.
• Product solutions: assess client goals and risk tolerance; recommend portfolio solutions and execute trades as needed.
• Business management and client care: maintain files and client management systems; ongoing communication with clients via email/phone.

Skills

Business development

Financial planning

Client relations

Prospecting

Tools

Financial Planning Tool Suite

Job description

Our client, a boutique wealth management firm in Chicago, seeks an Associate Financial Advisor to support the advisory practice, build client relationships, and prepare financial plans for delivering high-level client experiences.

The role emphasizes marketing, client acquisition, and compliant advisory practices, with opportunities to lead seminars, coordinate campaigns, and tailor financial solutions for a growing client base.