Associate Financial Advisor

JCW Group

A growing fee-only wealth management firm in the Chicago area is looking to hire an Associate Financial Advisor. This position will report into the firms Lead Advisor and will support in relationship management and financial planning. An ideal candidate will have prior experience in a client facing role and will be well versed with Tax planning. A CPA or EA is a plus but not required.

Day to day you will:

Assist the Lead Advisor in developing customized financial strategies.
Meet with clients to review financial plans, updates, and recommendations.
Assist the Lead Advisor in implementing tax-efficient financial plans
Prepare and present planning scenarios related to tax impact, including strategies such as RMD planning and tax optimization.
Maintain accurate and up-to-date client financial data within eMoney and internal systems.

You should apply if you:

Have 2+ years of experience in a client facing role at another RIA firm.
Are familiar with tax planning strategies.

Apply

Vacancy posted 7 hours ago

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