Senior Wealth Advisor for High-Net-Worth Clients

Cypress HCM; Chicago (IL); On-site; USD 100,000 - 125,000; Full time

Job summary

Cypress HCM in Chicago, IL seeks an experienced Wealth Advisor to manage and grow relationships with high-net-worth clients, delivering goals-based investment and financial planning strategies.

You will act as trusted advisor, assess client circumstances, coordinate with investment professionals, provide ongoing portfolio guidance, and develop new business through referrals and networks.

Strong communication, fiduciary responsibilities, and 7+ years in wealth management are required.

Qualifications

• 7+ years of experience in investment management or related advisory capacity.
• Experience advising clients with sophisticated investment, financial planning and wealth needs.
• Strong client relationship management to build long-term advisory relationships.
• Understanding of investment products, asset allocation, risk management and strategy.
• Experience using financial planning platforms to develop client strategies.
• Strong written and verbal communication to explain concepts clearly.
• Ability to balance advisory duties with client development.

Responsibilities

• Serve as the primary advisor and relationship contact for an assigned wealth management portfolio.
• Understand each client’s financial position, objectives, family circumstances, and risk tolerance.
• Recommend investment strategies and asset allocations based on client objectives.
• Implement strategies for new accounts and changes to portfolios.
• Collaborate with internal investment professionals to address needs.
• Conduct regular portfolio reviews and communicate strategy changes.
• Use planning tools to strengthen relationships and identify additional needs.
• Develop new business opportunities via networks, referrals, and partnerships.
• Represent client needs in internal investment discussions and ensure compliance.

Skills

Investment management

Portfolio management

Wealth management

Client relationships

Financial planning

Communication

Regulatory compliance

Financial analysis

New client development

Asset allocation

Education

Bachelor's degree

Tools

Financial planning platforms

Portfolio tools

Job description

Cypress HCM in Chicago, IL seeks an experienced Wealth Advisor to manage and grow relationships with high-net-worth clients, delivering goals-based investment and financial planning strategies.

You will act as trusted advisor, assess client circumstances, coordinate with investment professionals, provide ongoing portfolio guidance, and develop new business through referrals and networks.

Strong communication, fiduciary responsibilities, and 7+ years in wealth management are required.