Wealth Management Associate

AMG National Trust • Full-time • Lincolnshire, Illinois, United States • $90k - $115k / year • 3d ago

Position Summary:

Provide effective tax, investment and general financial advice to corporate executives and high net worth clients. We train you and provide a base of clients. You need to proactively develop client relationships and new business.

Education / Experience Requirements:

Bachelor’s Degree, preferably in tax, financial planning, finance or accounting
Preferred designations: CFP, CPA, MBA, CFA, JD and/or CHFC
Prefer 2-5 years experience serving high net worth individuals with respect to complex tax, estate or financial planning

Knowledge and Skills Requirements:

Desire to proactively meet and establish new relationships with individuals having complex estate and investment needs
Advanced knowledge of income taxes, estate planning or general financial counseling
Ability to maintain confidentiality
Ability to quickly grasp changing situations and react appropriately
Demonstrated social presence and social awareness
Willing and able to learn and adapt to new situations and responsibilities
Exceptional oral and written communication skills
Demonstrated desire to reach out to people, understand their needs and maintain frequent contact
Desire to continually learn and work hard
Superior organizational skills, attention to detail, follow-through and accuracy
Ability to travel about 40% of the time

Responsibilities:

Provide financial counseling and investment management services to AMG clients that meet AMG’s standards and practices
Maintain highly respected and confidential relationships with AMG clients
Maintain the highest level of client satisfaction with AMG’s services
Take initiative, provide valued advice and be proactive with clients
Develop new business; obtain and follow up on referrals to new clients; use prospect database appropriately
Fully understand and help market the full array of AMG’s services
Help build AMG’s image in the community
Understand and be able to explain AMG’s methodologies, economic scenarios and recommendations
Contribute to effective and efficient firmwide financial counseling practices, as requested
Maintain highly effective and respectful working relationships with AMG staff of all levels
Manage and supervise any professional and support reporting staff in a manner designed to meet client, employee and firm needs
Maintain up-to-date knowledge of all tax, investment, estate and financial counseling-related subject areas
Effectively set and communicate priorities
Regularly attend and participate in conference calls and staff meetings
Demonstrate a positive attitude, self-motivation, hard work, follow-through, high-quality work, accuracy, attention to detail
Exercise effective judgment
Adapt to changes and new responsibilities
Other duties as assigned