Wealth Advisor

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

Location

Chicago, IL

Pay

$100K - $125K

General Overview

We are seeking an experienced Wealth Advisor to manage and grow relationships with high-net-wroth clients. This individual will act as a trusted advisor, developing a comprehensive understanding of each client’s financial circumstances, family considerations, long-term objectives, and risk tolerance. The Wealth Advisor will develop and implement goals-based investment and financial planning strategies while providing ongoing portfolio guidance and relationship management. The position combines client advisory, investment management, financial planning, relationship development, and business development responsibilities.

Responsibilities

• Serve as the primary advisor and relationship contact for an assigned portfolio of wealth management clients, providing a high level of service and ongoing financial guidance.
• Build a comprehensive understanding of each client’s financial position, investment objectives, family circumstances, long-term goals, liquidity needs, and risk tolerance.
• Recommend appropriate investment strategies and asset allocations based on individual client objectives and risk profiles.
• Implement investment strategies for new accounts, additional client assets, and changes to existing portfolios.
• Partner with internal invesmtn professionals to address specialized portfolio needs, unique client circumstances, and investment strategy considerations.
• Conduct regular portfolio and investment reviews with clients and communicate relevant changes to investment strategies, market positioning, and financial plans.
• Utilize financial planning tools and strategies and strategies to strengthen client relationships, identify additional needs, and support long-term, and personal contacts.
• Develop new business opportunities through professional networks, referral relationships, internal partnerships, centers of influence, and personal contacts.
• Represent client needs and perspectives in internal investment and strategy discussions.
• Maintain appropriate documentation and complete required investment reviews for assigned accounts.
• Ensure client activity and recommendations remain consistent with applicable regulatory requirements, fiduciary responsibilities, and internal compliance standards.

Requirements

• 7+ years of experience in investment management, portfolio management, wealth management, or a closely related financial advisory capacity.
• Demonstrated experience advising cleitns with sophisticated investment, financial planning, and wealth management needs.
• Strong client relationship management experience with the ability to establish credibility and develop long-term advisory relationships.
• Comprehensive understanding of investment products, portfolio construction, asset allocation, risk management, and investment strategy.
• Experience utilizing financial planning platforms and tools to develop and present client financial strategies.
• Strong written and verbal communication skills, including the ability to clearly explain investment and financial planning concepts to clients.
• Ability to balance investment advisory responsibilities with relationship management and client development.

Preferred Qualifications

• Previous business development or new-client acquisition experience.
• Experience within wealth management, banking, investment advisory, or broader financial services environment.
• Bachelor's degree in Business, Finance, Economics, or related field.
• CFA, CFP, or similar professional designation preferred.
• Strong understanding of wealth management industry practices, fiduciary responsibilities, and applicable regulatory requirements.
• Demonstrated commitment to continued professional education and development.