Wealth Planning & Portfolio Specialist - Growth & Ownership

RK Partners; Chicago (IL); On-site; USD 90,000 - 135,000; Full time

Benefits offered by this job

Competitive salary

Bonus potential 10-15%

Profit sharing

Health insurance

Dental coverage

Disability insurance

Life insurance

Retirement plan with 3% match

Job summary

RK Partners is seeking a Planning & Portfolio Specialist in Huntsville, AL, on-site, to act as the trusted second chair to the lead Wealth Advisor. The role blends comprehensive financial planning, portfolio oversight, investment operations, and client interaction.

The ideal candidate brings 5+ years in financial planning or wealth management, strong planning knowledge, and relevant licenses/certifications (Series 7, Series 66, CFP preferred).

Qualifications

• 5+ years of financial planning or wealth management experience.
• Strong comprehensive financial planning and investment knowledge.
• Series 7 required or ability to obtain within 90 days; Series 66 preferred.
• CFP designation strongly preferred.
• Experience working directly with clients and communicating financial recommendations.
• Experience with planning software such as eMoney, MoneyGuidePro, or PX/Planning Analysis.

Responsibilities

• Develop financial plans and recommendations based on client goals, retirement needs, and investments.
• Prepare for and participate in client meetings, communicating planning and investment recommendations.
• Monitor client portfolios, market conditions, cash needs, and identify adjustments.
• Support portfolio implementation and tax-efficient strategies, including tax-loss harvesting when appropriate.
• Serve as a trusted resource for clients and step in when the lead advisor is unavailable.
• Execute money movement and ensure planning, investment, and client requests are completed.
• Maintain accurate information within planning and CRM systems while collaborating with the broader team to deliver a high-touch client experience.
• Over time, take greater ownership of select client relationships as the practice grows.

Skills

Financial planning

Wealth management

Client relationship

Ownership/initiative

Communication

Education

Series 7 license

Series 66 license

CFP designation

Tools

eMoney

MoneyGuidePro

PX/Planning Analysis

Job description

RK Partners is seeking a Planning & Portfolio Specialist in Huntsville, AL, on-site, to act as the trusted second chair to the lead Wealth Advisor. The role blends comprehensive financial planning, portfolio oversight, investment operations, and client interaction.

The ideal candidate brings 5+ years in financial planning or wealth management, strong planning knowledge, and relevant licenses/certifications (Series 7, Series 66, CFP preferred).