Wealth Management and Financial Advisors

Reference Number: bxvwealthmgt
Location: Chicago, IL

Our client, an established, fee-only RIA, providing their clients a holistic approach, is seeking the talent and experience of professionals in the wealth management sector. Personal Trust Officers, CTFAs, JDs, CPAs, and CIMAs are all encouraged to consider the autonomy and opportunity that exists within the structure of this RIA. The veterans who have made this company home come from banks, private firms and wire houses. Collectively, they all agree the service they're able to offer the clients is second to none.

Location: Northwest Wisconsin

Requirements:

  • Bachelor's Degree in Finance
  • Employ financial planning strategies in all areas including tax, retirement, investments, insurance, college planning and estate planning.
  • Certified Financial Planner or willing to take and pass the exam within 12 months of hire
  • 5+ years' experience in financial planning, estate planning, trust, or relative wealth management experience. (Series licenses and certifications are nice to have)
  • Ability to source and build new client relationships
  • Great personal (face to face) communication skills
  • Strong PC, Microsoft Office skills and record organization
  • Must follow and adhere to all policies, regulations and compliance.

 

Please submit your resume for review to byron@pointonerecruiting.com