Wealth Management Advisor

moweryschoenfeldllc; Lake Forest (IL); On-site; USD 80,000 - 120,000; Full time

Job summary

moweryschoenfeldllc in Lake Forest, Illinois, is seeking an experienced Senior Wealth Management Advisor to join our rapidly growing wealth management practice. This role focuses on providing high-quality client service, financial planning, and comprehensive financial analysis to high-net-worth individuals and families.

The ideal candidate holds a Bachelor’s degree and has 2+ years of RIA experience, strong analytical and interpersonal skills, and a commitment to client's financial goals. Join us and make a significant impact!

Qualifications

• 2+ years of proven client facing experience with an RIA or similar firm required.
• Series 65 licensure.
• CFP certification or eligibility with CPA or SFA background welcomed.

Responsibilities

• Attend meetings with existing clients and prospects.
• Educate clients on financial concepts and investment options.
• Creation and presentation of comprehensive financial analyses and plans.

Skills

Client service skills

Analytical skills

Communication skills

Knowledge of financial markets

Bilingual in Spanish

Education

Bachelor’s degree in finance, economics, or related field

Tools

Tamarac

Envestnet

MoneyGuidePro

Schwab custodial platform

Fidelity custodial platform

Job description

Are you an experienced client advisor experienced in an RIA environment in search of a firm with outstanding career development? Do you have a passion for investments and helping others reach their financial goals through strategic wealth management? Our rapidly growing wealth management practice presents a fantastic opportunity for hungry wealth advisors with exceptional follow-through and a passion for client service. From day one, you can make an impact and contribute to the department’s continued success!

M&S Wealth Management's fast paced and entrepreneurial energy provides a stimulating environment to service high-net worth individuals and families. This is a unique opportunity for a motivated self-starter to work alongside our Managing Director of Wealth Management working closely with clients to provide comprehensive financial analysis and sound financial planning that aligns with their financial goals. Comfort with financial planning software and custodial platforms, as well as adaptability to learn new technology, is essential.

This opportunity requires high-level interpersonal skills in tandem with strong analytical skills. The primary focus of our Senior Wealth Management Advisor is continuous support of our clients and their individual financial planning strategies through timely responses and strong communication skills. This individual will work effectively both independently as well as collaborating within a team. Successful execution of responsibilities will necessitate keen attention to detail, investment knowledge base, and clear communication skills with a polished and friendly demeanor.

In this role, you will:

• Attend meetings with existing clients as well as prospects.
• Educate clients on financial concepts and investment options to help them make informed decisions.
• Engage with existing clients to address their financial planning goals through building trust and maintaining strong relationships.
• Creation and presentation of comprehensive financial analyses and plans which demonstrate a strong understanding of each client’s needs.
• Stay current on trends in the economy, financial markets, and regulatory changes to ensure consistency in appropriate client recommendations.

• Bachelor’s degree in finance, economics, or related field.
• 2+ years of proven client facing experience with an RIA or similar firm required.
• Experience with Tamarac and Envestnet and knowledge of Schwab and Fidelity custodial platforms a plus.
• Series 65 licensure.
• CFP certification or eligibility with CPA or SFA background welcomed.
• Financial planning software knowledge such as MoneyGuidePro.
• High-level client service skills and ability to explain complex financial concepts clearly.
• Strong written and verbal communication skills.
• Acts with integrity and uses care with confidential information.
• Bilingual in Spanish is a huge plus!