High Net Worth Financial Planning Associate

Vctavern; Chicago (IL); On-site; USD 70,000 - 90,000; Full time

Job summary

Vctavern is seeking a financial counseling professional in Chicago to offer tailored financial planning programs for executives and high net worth clients. Responsibilities include comprehensive personal financial and investment planning, alongside tax return preparation.

The ideal candidate will hold a bachelor's degree and possess a strong understanding of financial markets and excellent communication skills. This position demands attention to detail and the ability to thrive in a fast-paced environment.

Qualifications

• Bachelor’s degree required for the role.
• NASD Series 7 and Series 66 preferred; must be obtained within a year of hiring.
• Proven track record with task-sharing and teamwork.

Responsibilities

• Prepare income and gift tax returns for clients.
• Work one-on-one with clients to provide financial planning.
• Prepare reports in the areas of cash flow planning and tax projections.

Skills

Attention to detail

Strong communication skills

Client service

Organizational skills

Multitasking skills

Education

Bachelor’s degree

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

Job description

Vctavern is seeking a financial counseling professional in Chicago to offer tailored financial planning programs for executives and high net worth clients. Responsibilities include comprehensive personal financial and investment planning, alongside tax return preparation.

The ideal candidate will hold a bachelor's degree and possess a strong understanding of financial markets and excellent communication skills. This position demands attention to detail and the ability to thrive in a fast-paced environment.