On-Site Wealth Planning Associate – Chicago

Stenger Family Office; Chicago (IL); Presencial; USD 80.000 - 125.000; Tempo integral

Resumo da vaga

Stenger Family Office, an independent fiduciary wealth management firm, seeks a Wealth Management Associate in Chicago, IL. You will support financial advisors with client data gathering, planning proposals, and investment reviews, while documenting recommendations in a compliant manner.

You will coordinate with CPAs and estate planning attorneys, maintain records, and respond to client inquiries with timely, professional communication on-site in Chicago, IL.

Qualificações

• Bachelor's degree in Finance, Accounting, Economics, Business or related field.
• Progress toward CFP®, CFA® or similar designation is a plus.
• Experience interpreting financial data and preparing client-ready analyses.
• Familiarity with fiduciary standards and compliance requirements.

Responsabilidades

• Support financial advisors with client-facing and analytical tasks.
• Prepare financial plans, retirement and estate planning proposals.
• Document recommendations clearly and in compliance with firm standards.
• Maintain accurate client records and coordinate meetings with professionals.

Conhecimentos

Finance knowledge

Client communication

Analytical skills

Portfolio analysis

Excel

PowerPoint

Team collaboration

Fiduciary ethics

Formação

Bachelor's degree in Finance/Accounting

Ferramentas

Financial planning software

Portfolio analysis tools

Microsoft Excel

PowerPoint

Descrição da vaga

Stenger Family Office, an independent fiduciary wealth management firm, seeks a Wealth Management Associate in Chicago, IL. You will support financial advisors with client data gathering, planning proposals, and investment reviews, while documenting recommendations in a compliant manner.

You will coordinate with CPAs and estate planning attorneys, maintain records, and respond to client inquiries with timely, professional communication on-site in Chicago, IL.