Wealth Advisor & Planning Specialist - Hybrid (Chicago)

Global Advisers, LLC; Chicago (IL); Hybride; USD 80 000 - 120 000; Plein temps

Résumé du poste

Global Advisers, LLC in Chicago, IL is seeking a Financial Advisor to guide individuals, families, executives, and business owners across investment management and financial planning. The role blends advisory work, relationship management, and business development, with a focus on durable client relationships and high standards of service.

You will lead client meetings, tailor goals-based plans, and coordinate with specialists to implement recommendations.

Qualifications

• Bachelor's degree or equivalent professional experience.
• Three or more years of financial-advisory, wealth-management, financial-planning, or closely related client-facing experience.
• Series 65 required at hire or within the period permitted by the firm and applicable law.

Responsabilités

• Develop and deliver goals-based financial advice aligned with each client's objectives, resources, risk tolerance, and time horizon.
• Advise on investment strategy, retirement income, tax-aware planning, insurance, estate coordination, liquidity, and other relevant financial decisions.
• Lead client meetings and communicate recommendations clearly, including tradeoffs, assumptions, and implementation priorities.
• Develop new client relationships through referrals, professional networks, prospect meetings, and firm-supported business-development activity.
• Coordinate with investment, planning, operations, compliance, insurance, and outside professional resources when client needs require specialized expertise.
• Maintain complete client records and adhere to applicable regulatory, privacy, and firm requirements.

Connaissances

Financial Planning

Client Relationship Management

Business Development

Retirement Planning

Tax Planning

Estate Planning Coordination

Investment Policy Statements

Presentation Skills

Formation

Bachelor's degree or equivalent professional experience

Description du poste

Global Advisers, LLC in Chicago, IL is seeking a Financial Advisor to guide individuals, families, executives, and business owners across investment management and financial planning. The role blends advisory work, relationship management, and business development, with a focus on durable client relationships and high standards of service.

You will lead client meetings, tailor goals-based plans, and coordinate with specialists to implement recommendations.