Wealth Advisor: Support Senior Planner for HNW Clients

Fortitude Financial Partners; Chicago (IL); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits package

Collaborative team culture

Job summary

Fortitude Financial Partners is seeking a Wealth Advisor to join our Chicago-area wealth management team and support a Senior Wealth Advisor in delivering tailored financial strategies for high-net-worth clients.

You’ll conduct research and analysis to develop personalized financial plans and investment portfolios, manage client relationships with exceptional service, and collaborate with internal teams to ensure seamless execution.

Qualifications

• 5+ years of experience in financial planning or related field.
• One of CFP®, CPA, CFA, or Series 65 (CFP strongly preferred).
• Experience with fee-based wealth management, tax strategy, and financial planning.
• Proficiency in financial planning software (eMoney, Holistiplan).
• Proven success working with high-net-worth clients.
• Note: clean regulatory record (U4).

Responsibilities

• Support Senior Wealth Advisors in delivering customized wealth management strategies.
• Conduct research and analysis to develop personalized financial plans and investment portfolios.
• Assist in managing client relationships by addressing inquiries and ensuring excellent service.
• Collaborate with internal teams to ensure seamless execution of client requests and updates.
• Help mentor and develop new associates and client service staff.

Skills

Interpersonal communication

Time management

Organization

Education

CFP®, CPA, CFA, or Series 65

Tools

eMoney

Holistiplan

Job description

Fortitude Financial Partners is seeking a Wealth Advisor to join our Chicago-area wealth management team and support a Senior Wealth Advisor in delivering tailored financial strategies for high-net-worth clients.

You’ll conduct research and analysis to develop personalized financial plans and investment portfolios, manage client relationships with exceptional service, and collaborate with internal teams to ensure seamless execution.