Wealth Advisor — CFP, Fee-Based, Ownership Potential

RK Partners; Chicago (IL); Sur place; USD 120 000 - 135 000; Plein temps

Avantages offerts par ce poste

Bonuses

Full benefits including health, dental

Ownership potential

Résumé du poste

RK Partners is seeking a Wealth Advisor to service clients in the Milwaukee area and Downers Grove, IL. The role requires deep experience in comprehensive financial planning and a CFP designation, with the ability to oversee a support team and deliver holistic planning solutions.

Qualified candidates will have at least five years of client-facing experience and strong knowledge of tax, investments, estate planning, and asset allocation, along with proficiency in Microsoft Office.

Qualifications

• Minimum 5 years of client-facing experience.
• CFP designation (Certified Financial Planner).
• Extensive knowledge of finance, income taxes, investments, asset allocation and estate planning concepts.
• Proficient in Microsoft Office

Responsabilités

• Service clients in Wisconsin, specifically Milwaukee/Madison area, and Downers Grove, IL.
• Assess and manage clients' financial needs across employer benefits, investments, taxes, retirement, estate planning and insurance.
• Supervise a support team and oversee client service delivery.

Connaissances

Client facing

CFP designation

Financial planning knowledge

Communication skills

Formation

Bachelor’s Degree in Personal Financial Planning/Finance/Economics/Accounting/Business

Outils

Microsoft Office

Description du poste

RK Partners is seeking a Wealth Advisor to service clients in the Milwaukee area and Downers Grove, IL. The role requires deep experience in comprehensive financial planning and a CFP designation, with the ability to oversee a support team and deliver holistic planning solutions.

Qualified candidates will have at least five years of client-facing experience and strong knowledge of tax, investments, estate planning, and asset allocation, along with proficiency in Microsoft Office.