Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients, a top wealth management practice in Greater Chicago.
Serve as the Service Manager for a subset of the company's clients.
· Execute delivery of financial plans and case preparation for client meetings.
· Prepare the Relationship Manager for client meetings and opportunities.
· Serve as the focal point for coordinating workflow and service for clients and prospects.
· Serve as the Relationship Manager for a subset of the company's clients.
Qualifications
o Bachelor’s degree or related equivalent experience.
o 3-5 years in the wealth management or investment management industry.
o FINRA Series 7 & 63/65
o Life & Health License
o CFP designation desirable
Key Characteristics
· Strong ability to cultivate, produce, and maintain relationships.
· Approachable, respectful, and inclusive communication.
· Ability to give and receive constructive feedback.
· Ability to maintain confidentiality.
· Excellent verbal and written communication skills.
· Superior verbal and written communication and interpersonal skills.
· Extremely proficient in Microsoft Office Suite or related software.
· Excellent organizational skills and attention to detail.
· Excellent analytical, decision-making, and problem-solving skills.
Financial Advisor in Vernon Hills at Lead Advisor
This position is listed as full time and onsite. It was posted 3 days ago.