Financial Advisor

Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients, a top wealth management practice in Greater Chicago.

Serve as the Service Manager for a subset of the company's clients.

· Execute delivery of financial plans and case preparation for client meetings.

· Prepare the Relationship Manager for client meetings and opportunities.

· Serve as the focal point for coordinating workflow and service for clients and prospects.

· Serve as the Relationship Manager for a subset of the company's clients.

Qualifications

o Bachelor’s degree or related equivalent experience.

o 3-5 years in the wealth management or investment management industry.

o FINRA Series 7 & 63/65

o Life & Health License

o CFP designation desirable

Key Characteristics

· Strong ability to cultivate, produce, and maintain relationships.

· Approachable, respectful, and inclusive communication.

· Ability to give and receive constructive feedback.

· Ability to maintain confidentiality.

· Excellent verbal and written communication skills.

· Superior verbal and written communication and interpersonal skills.

· Extremely proficient in Microsoft Office Suite or related software.

· Excellent organizational skills and attention to detail.

· Excellent analytical, decision-making, and problem-solving skills.