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.
