Financial Advisor | Chicago, Illinois

Reference Number: HRJ6730
Location: Chicago, Illinois

Judson Group has partnered with a successful investment advisory firm that currently manages in excess of $3B in client assets in the search for a Financial Advisor. This individual is responsible for working alongside a team of Senior Financial Advisors to manage the daily investment activities in client accounts.

Responsibilities:

  • Responsible for overseeing administrative staff in opening new accounts, monitoring and rebalancing client portfolios, raising funds for cash needs, preparation of asset allocation charts, and running portfolio reviews.
  • Responsible for thorough knowledge of client portfolios and accounts.
  • Prepare client financial plans and documents for client meetings, ensuring compliance and objectives are met.
  • Attend client meetings and develop and maintain long-term client relationships.

Requirements:

  • 5+ years investment/wealth management experience.
  • Bachelor’s degree and CFP required.
  • Individual income tax background preferred.
  • Candidate will be required to pass the Series 7 and 66.
  • Desired traits include client service mentality, self-starter, and sense of urgency.
  • Exceptional communication and presentation skills.

Compensation: Attractive compensation package including base salary, bonus, and benefits

Location: Chicago, Illinois

Reference Number: HRJ6730

Apply Now

Applicant Information

Contact Information


Comments(0)

Leave a Comment