Associate Financial Advisor

JCW Group; Chicago (IL); On-site; USD 80,000 - 120,000; Full time

Job summary

JCW Group in Chicago is hiring a Client Services Advisor to support the lead advisor/founder in managing client relationships, assisting with financial planning, and some prospecting as the firm grows. The role involves liaising with and taking over some existing client accounts; prior high-net-worth relationship management experience is highly valued.

An ideal candidate will hold a Series 65/66 license and have several years of experience in front of high-net-worth clients.

Qualifications

• Experience in client relationship management with high-net-worth clients is preferred.
• Ability to support financial planning discussions andCoordinate with senior advisors.

Responsibilities

• Support the lead advisor/founder in managing client relationships.
• Assist with financial planning tasks as needed.
• Prospect for new clients and take over select existing client accounts.

Job description

JCW is partnered with a growing wealth management firm in the Chicago area as they're looking to hire a Client Services Advisor. This role will help support the firm's lead advisor/founder in managing client relationships, financial planning, and some prospecting as they continue to grow. This role will be liaising with and taking over some of the firm's existing client accounts, so prior HNW relationship management experience is desired.

An ideal candidate will be Series 65/66 licensed and will have at least a few years of experience being in front of high-net-worth clients. If this sounds like you, please apply directly and a member of JCW will be in touch.