Associate Sales Support (Wealth Management)

TL;DR

Associate Sales Support (Wealth Management): Providing comprehensive financial planning, investment strategy implementation, and tax services for high-net-worth individuals with an accent on client onboarding, account maintenance, and complex financial reporting. Focus on building long-term client relationships, conducting detailed financial research, and ensuring seamless service delivery in collaboration with advisor teams.

Location: Must be based in Deerfield, Illinois, United States

Salary: $75,000 – $118,000

Company

A leading global financial institution providing a wide range of financial services to a substantial and diversified client base.

What you will do

• Support advisor teams in servicing high-net-worth clients and their families.
• Implement complex investment strategies including account opening, funding, and asset transfers.
• Prepare income tax returns and monitor client tax obligations.
• Develop detailed reports on cash flow, investment performance, and estate planning.
• Maintain extensive communication with clients and their outside advisors to ensure a seamless experience.
• Conduct research on financial planning questions ranging from tax treatments to investment products.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• Two years of experience in financial planning or a related role.
• Proven experience working with clients to determine financial objectives and risk tolerance.
• Proficiency in tax projections and reviewing withholding/payments.
• Knowledge of financial products including stocks, bonds, mutual funds, ETFs, and Equity Awards.
• Experience applying U.S. income tax rules for high-net-worth individuals.

Culture & Benefits

• Comprehensive benefits package including health insurance and retirement plans.
• Opportunity for year-end performance bonuses.
• Professional environment focused on high-net-worth wealth management.
• Commitment to equal opportunity and inclusive workplace practices.