Financial Associate – Wealth Management
Our client, a well-established wealth management advisory firm in Oak Brook, IL, is seeking a Financial Associate to support high-end financial planning and investment operations. This role is ideal for a detail-oriented, business-minded professional with strong analytical and client service skills.
Key Responsibilities
- Develop needs-based financial models and recommend portfolio solutions.
- Prepare proposals, open new client accounts, and manage client information.
- Input and analyze client data using financial planning software.
- Research and resolve client-specific issues, providing clear communication.
- Support the team with financial strategies and non-client projects.
Qualifications
- Experience: 7+ years in a professional office setting, with financial services or planning experience preferred.
- Education: Bachelor’s degree; financial planning coursework is a plus.
- Licensing: Series 6 required; Series 7 and 63 strongly preferred or expected shortly after hire.
- Skills: Strong organizational, communication, and technical abilities, with proficiency in Microsoft Office; experience with CRM, financial planning tools, or investment platforms is a plus.
Compensation
- $85,000 - $100,000, plus bonus opportunities, based on experience.
Top Skills
What We Do
Based in Northern California’s wine country, our consulting firm believes that if your employees truly are your best asset, then the quickest way to grow your business is to get better at getting (and keeping) better people.
We offer turnkey solutions that leave our clients with a repeatable process in place so that value continues to be created even after the retainer ends. Our ideal clients are small to medium businesses that know they can improve their talent acquisition and retention strategies, but they just don’t know where to begin.
