What are the responsibilities and job description for the Associate Advisor position at STRIDE Financial?
Job Title : Associate Advisor
Location : Chicago, IL
Company : STRIDE Financial / STRIDE Investments
About Us :
STRIDE Investments is a premier private wealth management firm dedicated to delivering tailored financial planning and investment management services. We are committed to fostering client relationships built on trust, integrity, and personalized attention. Our team-oriented environment promotes career development, continuous learning, and professional growth.
Position Summary :
We are seeking a motivated Associate Advisor who will collaborate with our Lead Advisor to deliver comprehensive financial planning and investment management solutions to clients. This role combines client service with technical financial planning support, offering a career track that can lead to leadership roles within the firm.
Key Responsibilities :
Financial Planning & Investment Management (40%)
- Gather and organize client data to develop financial plans.
- Prepare comprehensive financial plans covering retirement, insurance, and tax planning.
- Assist in preparing Investment Policy Statements and conducting portfolio allocation analysis.
- Manage data integrity across the firm’s software tools and maintain accurate client documentation.
Client Service & Relationship Management (40%)
Office Operations & Compliance (20%)
Qualifications :
Growth Opportunities :
Compensation & Benefits :
How to Apply :
If you are passionate about helping clients achieve financial security and want to grow within a supportive and collaborative team, please submit your resume and cover letter to apply@stridefinancialadvisors.com.
Join STRIDE Investments to help shape your future and that of our clients, with a firm dedicated to integrity, innovation, and long-term success.
