Wealth Planning & Portfolio Specialist — Second Chair

Rk-Partners

Chicago (IL)

On-site

USD 75,000 - 110,000

Full time

14 days+

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Benefits offered by this job

Health insurance

Dental coverage

Disability insurance

Group life insurance

Employer 401(k) with match

Job summary

Rk-Partners in Huntsville, Alabama seeks an experienced Planning & Portfolio Specialist to act as the trusted second chair to the lead Wealth Advisor. The role blends comprehensive financial planning, portfolio oversight, and client interaction, requiring strong technical skills and ownership mindset.

Responsibilities include meeting preparation, portfolio monitoring, and implementing tax-efficient strategies.

Qualifications

5+ years of financial planning or wealth management experience.
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 eMoney, MoneyGuidePro, PX/Planning Analysis.

Responsibilities

Develop comprehensive financial plans, analyses, and recommendations based on client goals, retirement needs, investments, and wealth distribution strategies.
Prepare for and participate in client meetings, clearly communicating planning and investment recommendations.
Monitor client portfolios, market conditions, interest rates, and cash needs while identifying potential portfolio adjustments.
Support portfolio implementation, investment management, and tax-efficient strategies, including tax-loss harvesting when appropriate.
Serve as a trusted resource for clients and confidently step in when the lead advisor is unavailable.