Senior Wealth Advisor for HNW Client Relationships

PowerToFly; Chicago (IL); On-site; USD 78,080 - 117,120; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off

Job summary

A leading financial services firm is seeking a seasoned Wealth Relationship Manager in Chicago to enhance relationships with affluent clients. The role requires building deep connections through tailored financial solutions and compliance with regulations. Candidates should have strong analytical, communication skills, and a Bachelor's degree, along with 5-8 years of experience in financial planning. The position offers a salary range of $78,080 - $117,120 along with comprehensive benefits and a path to continuous growth.

Qualifications

• 5-8 years of experience in a related field.
• Verbal and written communication skills are essential.
• Familiarity with investment and financial planning strategies preferred.

Responsibilities

• Identify and build relationships with clients in the affluent segment.
• Anticipate complex financial needs and offer tailored solutions.
• Ensure compliance with KYC/AML regulations.

Skills

Analytical skills

Financial skills

Communication skills

Attention to detail

Problem solving

Self-starter

Education

Bachelor's/University degree

Tools

Microsoft Office (Excel, Outlook, Word)

NaviPlan Select

Job description

A leading financial services firm is seeking a seasoned Wealth Relationship Manager in Chicago to enhance relationships with affluent clients. The role requires building deep connections through tailored financial solutions and compliance with regulations. Candidates should have strong analytical, communication skills, and a Bachelor's degree, along with 5-8 years of experience in financial planning. The position offers a salary range of $78,080 - $117,120 along with comprehensive benefits and a path to continuous growth.