Associate Wealth Advisor

Lead-Advisor • Full-time • Lombard, Illinois, United States • $75k - $90k / year • 1m ago

Job description

An established financial planning team is seeking an Associate Wealth Management Advisor (AWMA) in the preparation and implementation of financial planning (50% investment and 50% risk management focused). Insurance background preferred although not requisite for this opportunity as comprehensive training/support provided.

This is a hybrid/remote opportunity (Lombard, IL office) with comprehensive benefits, small team environment and unlimited growth opportunities.

Primary duties include maintaining insurance onboarding workflow, processing client investment trades and facilitation of client service requests.

Job responsibilities:

All insurance planning operations
Insurance Underwriting
Education planning oversight
Running insurance ledgers, submitting applications, facilitate underwriting.
Investment account trading
Amending plan funding, internal transfers, tax-loss harvesting
Estate Plan funding/titling
Building/ modifying from proprietary client planning software
Compliance communication
Internal Team meeting collaboration
Basic internal trading operations
OneDrive Management on weekly meeting cadence
Running CRM reports and tracking opportunities

Requirements

3-5+ years of financial planning experience required
Series 7 and 66 required.
Life and Health Insurance licensed (or willingness to obtain within the first 30 days)
Growth-focused with a passion for comprehensive planning
Excellent communication skills - comfortable presenting to clients in person and virtually
Proactive mindset to solve problems
Industry designations or willingness to obtain CFP
Ability to work both independently and in a team
Ability to maintain confidentiality.

COMPANY OVERVIEW

An established advisory practice located in Lombard, Illinois with over two decades of intellectual capital in financial services and succession planning. Our firm has maintained 20% organic growth over the past 5 years- approaching $125 mil of capital under our oversight.The firm's focus on doing right by our clients, employees, field force, and community, has earned us premiere national recognition/

COMPENSATION

Base salary of $75,000-$90,000 (based on experience and licensing) + bonus after six months
Flex/remote work 1-2 days a week after initial 90-day onboarding
Comprehensive benefits package including health, dental & vision insurance, 401k matching, paid vacation, holidays and more

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