Associate Wealth Advisor

Focusfinancialpartners

Chicago, IL, United States
Base: $60,000 - $125,000pyear; bonus/equity: annua...
On-site
Develop and present financial plans
Tax, estate, and insurance planning
Investment strategy development
The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations

Job Summary

  • The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations.
  • Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.
  • The annualized base pay range for this role is expected to be between $60,000 - $125,000/year, with other rewards including an annual cash bonus and a comprehensive benefits package.

Matching Summary

The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations.

Salary

Base: $60,000 - $125,000/year; Bonus/Equity: annual cash bonus; Benefits: medical, dental, vision, life insurance, and 401(k)

Skills & Requirements

Must-have

  • Develop and present financial plans
  • Tax, estate, and insurance planning
  • Investment strategy development
  • Client communication and interaction
  • Financial planning software mastery
  • CRM system proficiency

Nice-to-have

  • Business development in a team environment
  • Client-first fiduciary philosophy

Key Requirements

  • Bachelor's Degree
  • Series 65 or equivalent
  • 4+ years of financial service experience
  • CFP® or equivalent preferred
  • Proven experience in financial analysis
  • Strong understanding of investment strategies

Work Rights

Not specified

Tailored Resume

Cover Letter