FlexProfessionals · 1 day ago
Partner, Sr, Wealth Advisor
Chicago, IL
Full-time
Hybrid
Senior Level, Lead/Staff
$300K/yr - $300K/yr
10+ years expFlexProfessionals is a leading Registered Investment Advisor firm seeking a Partner, Senior Wealth Advisor for its offices. The role involves deepening relationships with high-net-worth clients and leading a team of advisors to enhance client services and financial outcomes.
Information Technology & Services
Responsibilities
Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives
Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills
Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions
Leverages the firm’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients
Ensures adherence to compliance and regulatory policies as well as company standards of client care
Acts as a fiduciary, placing client interests and outcomes first
Qualification
Required
Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus
10+ years of job-related experience
Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)
Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)
Advanced knowledge of the industry, financial products, and financial planning concepts
Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
Experience utilizing financial planning software
Expert at collaboration and willing to help others
An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment
Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews
Comprehensive understanding of compliance requirements
Ability to travel up to 20% as required for client meetings, company training, etc
Preferred
Sales aptitude and experience is preferred
Benefits
Health/dental/vision
401 K
Employee assistance programs
Wellness programs
Parking
Commuter benefits
Life insurance
Company
FlexProfessionals
FlexProfessionals, LLC's mission is to deliver an untapped, highly-qualified talent pool looking for rewarding flexible work to employers embracing flexible, supportive, and diverse work environments as part of a competitive talent acquisition strategy.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Ellen Grealish
Co-Founder and Partner
Gwenn Rosener
Partner/Co-Founder
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