Wealth Management Associate

Stenger Family Office; Chicago (IL); Sur place; USD 80 000 - 125 000; Plein temps

Résumé du poste

Stenger Family Office, an independent fiduciary wealth management firm, seeks a Wealth Management Associate in Chicago, IL. You will support financial advisors with client data gathering, planning proposals, and investment reviews, while documenting recommendations in a compliant manner.

You will coordinate with CPAs and estate planning attorneys, maintain records, and respond to client inquiries with timely, professional communication on-site in Chicago, IL.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business or related field.
• Progress toward CFP®, CFA® or similar designation is a plus.
• Experience interpreting financial data and preparing client-ready analyses.
• Familiarity with fiduciary standards and compliance requirements.

Responsabilités

• Support financial advisors with client-facing and analytical tasks.
• Prepare financial plans, retirement and estate planning proposals.
• Document recommendations clearly and in compliance with firm standards.
• Maintain accurate client records and coordinate meetings with professionals.

Connaissances

Finance knowledge

Client communication

Analytical skills

Portfolio analysis

Excel

PowerPoint

Team collaboration

Fiduciary ethics

Formation

Bachelor's degree in Finance/Accounting

Outils

Financial planning software

Portfolio analysis tools

Microsoft Excel

PowerPoint

Description du poste

Location: On site, full time in Chicago, IL

Compensation range: $80,000-125,000, depending on experience.

Stenger Family Office is an independent fiduciary wealth management firm with offices in Chicago and Naperville, IL, Spring, TX, and Baton Rouge, LA. With roots dating back to 1981, the firm provides comprehensive services including retirement and investment planning, tax planning and preparation, and estate planning strategies. As a Registered Investment Advisor (RIA), Stenger Family Office adheres to the fiduciary standard and prioritizes client interests. The team has over four decades of experience advising Fortune 500 employees and their families before and during retirement, supported by in-house CPAs and estate planning attorneys for integrated wealth management solutions. The Chicago-area presence is complemented by established offices in Naperville, IL and Spring, TX, serving clients across multiple regions.

Role Description

The Wealth Management Associate is a full-time, on-site role based in Chicago, IL. The individual in this role will support financial advisors with client-facing and analytical tasks, including preparing financial plans, portfolio reviews, and investment proposals. Day-to-day responsibilities include gathering and analyzing client data, assisting with retirement, tax, and estate planning strategies, and documenting recommendations in a clear and compliant manner. The Wealth Management Associate will help maintain accurate records in firm systems, coordinate client meetings, and respond to client inquiries with timely and professional communication. The role also involves collaborating with advisors, CPAs, and estate planning attorneys to ensure clients receive cohesive and high-quality wealth management service.

Qualifications

• Strong foundation in Finance, Investments, and Financial Planning, with the ability to interpret complex financial information and apply it to client situations.
• Excellent Communication skills, including clear writing, confident client interaction, and the ability to explain financial concepts in accessible terms.
• Robust Analytical Skills, with attention to detail and proficiency in interpreting data, modeling scenarios, and identifying appropriate strategies.
• Proficiency with financial planning software, portfolio analysis tools, and Microsoft Office (especially Excel and PowerPoint).
• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field; progress toward or interest in CFP®, CFA®, or similar designation is a plus.
• Demonstrated client service orientation, high ethical standards, and a commitment to operating under a fiduciary framework.
• Ability to work collaboratively in an on-site team environment in Chicago, IL, manage multiple priorities, and maintain confidentiality.
• Must have Series 65 or 66