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.
Interested in learning more about this job Scroll down and find out what skills, experience and educational qualifications are needed.
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 Unknown Company
This position is listed as full time and onsite.