Company Description

Winchester Wealth Advisors is a private wealth advisory practice of Ameriprise Financial Services, LLC. Come join a high performing team that has been named by Forbes as best-in-state! We provide a welcoming and caring environment where clients gain control, confidence, and clarity to reach their financial goals. Our services are tailored to each client's specific needs to ensure empowered financial decision-making and tailored solutions. Based in Libertyville, IL we offer a wide range of services including investment recommendations, retirement planning, asset allocation strategies, and more.

Role Description

To partner with our team of financial advisors in managing client’s financial plans and provide premium client service at an expert level. The main focus of this position is to lead the financial planning process and support high net-worth client relationships including, meeting preparation, creating/running illustrations, proposing client recommendations and solutions, responding to client questions, and executing requested trades/money movements. In addition, this role can participate in investment research & portfolio construction. There are no sales requirements for this role. This role is great for an aspiring financial advisor or someone who thrives working collaboratively to ensure team success.

Responsibilities:

Verify and analyze client data entry into financial planning software and tools – primarily Salesforce and NaviPlan
Review and interpret client financial statements
Prepare preliminary recommendations for client meetings, including retirement planning, education funding, investment planning, cash flow, estate planning and other financial matters
Use data from preliminary recommendations to create presentations for meetings
Attend and participate in client meetings and conduct follow-up after meetings
Execute trades and money movement with documented direction from Advisor
Respond to client questions and requests as needed
Comply with regulatory, corporate, and practice guidelines

Qualifications

Bachelor’s degree
Series 7, Series 66 and IL Life and Health (not required, but preferred)
Experience with Salesforce
Pleasant, professional and friendly manner with excellent interpersonal skills
Highly organized, accurate, and attention to detail
Proven analytical and independent problem-solving skills
Highly proficient with Microsoft Office products including PowerPoint, Excel, Word and Outlook
Excellent written and verbal communication skills
Strong personal and business ethics and integrity
Desire to grow and learn within the practice. This position is a long-term opportunity, those who are willing to grow and accept more responsibility in this role are encouraged to apply.

Winchester Wealth Advisors

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