Wealth Management Associate: Grow Relationships & Plans

ECG Resources, Inc.; Chicago (IL); On-site; USD 70,000 - 90,000; Full time

Job summary

A financial services firm in Chicago seeks an experienced Financial Advisor to collaborate with Senior Financial Advisors, enhance client relationships, and support business development opportunities. The ideal candidate has over 3 years of experience in financial services and will assist in delivering financial plans aligned with client goals. The role involves maintaining client information using the firm's CRM system and supporting client events. Join a dynamic and growing team committed to exceptional service.

Qualifications

• 3+ years of experience in the financial services industry.
• Licenses may be obtained as a condition of employment.

Responsibilities

• Partner closely with Senior Financial Advisors in a wealth management practice.
• Build relationships with new and existing clients through exceptional service.
• Assist in business development opportunities and new relationship prospects.
• Collaborate on the creation and delivery of financial plans aligned with client goals.
• Update and maintain client information using the firm’s CRM system.
• Support local client and prospect events as needed.

Skills

Client relationship management

Business development

Financial planning

Job description

A financial services firm in Chicago seeks an experienced Financial Advisor to collaborate with Senior Financial Advisors, enhance client relationships, and support business development opportunities. The ideal candidate has over 3 years of experience in financial services and will assist in delivering financial plans aligned with client goals. The role involves maintaining client information using the firm's CRM system and supporting client events. Join a dynamic and growing team committed to exceptional service.