Financial Planner Advisor (Wealth Management)

TL;DR

Financial Planner Advisor (Wealth Management): Providing comprehensive personal financial planning, investment planning, and tax services for ultra-high net worth clients with an accent on sophisticated wealth transfer and risk management. Focus on preparing complex financial reports, managing high-touch client relationships, and ensuring regulatory compliance through FINRA certifications.

Location: Onsite in Chicago, Illinois, United States

Salary: $70,000 - $160,000

Company

A leading global investment banking, securities, and investment management firm founded in 1869.

What you will do

• Provide comprehensive personal financial planning, investment planning, and tax services to ultra-high net worth clients and families.
• Prepare detailed client reports including personal financial statements, cash flow planning, and income tax projections.
• Conduct estate document reviews and create estate flowcharts to manage wealth transfer.
• Maintain direct communication and relationships with clients, their assistants, and external advisors.
• Prepare income and trust tax returns for strategic clients.

Requirements

• Bachelor's degree.
• 2-4 years of relevant work experience.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook).
• Strong organizational skills and the ability to maintain a high degree of confidentiality.
• Must be based in Chicago, Illinois, United States.
• FINRA SIE, Series 7, and Series 66 preferred (must be obtained within 4 months of hire).

Culture & Benefits

• Access to best-in-class benefits and comprehensive wellness offerings.
• Rigorous apprenticeship model designed to develop technical skills and client experience for future advisors.
• Commitment to diversity and inclusion with numerous professional and personal growth opportunities.
• Availability of firmwide networks, mindfulness programs, and personal finance offerings.