What are the responsibilities and job description for the Financial Planning Associate position at Lead Advisor?
Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients in Oak Brook. To view other open roles, visit jobs.lead-advisor.com
Our client, an award winning, wealth management practice in Greater Chicago is hiring a Planning Associate to support the two practice owners / partners. The Planning associate may also support and collaborate with other client facing team members. The Planning Associate must be able to work in a fast paced environment, manage multiple priorities and deliver first class service to clients.
Responsibilities : (but are not limited to) :
PROPOSAL AND CASE PREPARATION
- Handle case notes, processing correspondence, maintaining client case files and filing performance reports, account forms and other advisory paperwork
- Gathering information for advisor meetings with client / prospect
- Managing workflow from team to centralized Planning Department
- Preparing advisory annual review information
- Preparing and modifying planning and investment / advisory proposals
- Preparing investment policy statement, needs-based analysis or financial plan
- Recommending fund portfolio options
QUALIFICATIONS
About us : We are a rapidly expanding financial planning firm located in the vibrant Chicago suburbs, dedicated to providing comprehensive financial guidance to high-net-worth (HNW) individuals nationwide. We are in the top 1% of firms in our system, and we are looking to get even better. Our team is committed to delivering personalized, top-tier service, ensuring our clients' financial aspirations are not just met but exceeded. As we continue to grow, we are seeking a Planning Associate who shares our passion for making a meaningful impact in our clients' lives through exceptional service.
Location : 3x a week in Oak Brook office
Salary : 70-90k
