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Job description
Financial Consultant Position Overview We are seeking an experienced Financial Consultant to join our team in Chicago. The ideal candidate will have a strong background in wealth management, experience working with high-net-worth clients, and a passion for providing personalized financial guidance and exceptional client service. Responsibilities Develop and maintain relationships with high-net-worth clients. Provide personalized financial planning and investment guidance. Assist clients with wealth management strategies based on their financial goals. Review client portfolios and make appropriate recommendations. Collaborate with internal teams and investment professionals to meet client needs. Conduct client meetings and provide ongoing communication and support. Identify opportunities to deepen client relationships and expand services. Maintain accurate client records and ensure compliance with applicable regulations. Qualifications 2+ years of wealth management or financial services experience. Proven experience working with high-net-worth clients/accounts. Strong understanding of investment products, financial planning, and wealth management strategies. Series 65 or Series 66 preferred. Candidates without the designation must be willing to obtain the required license within 90 days of hire. Excellent communication and relationship-management skills. Strong attention to detail and ability to handle sensitive client information professionally. Ability to work on-site in Chicago. #LI-KO2
Worksite address
chicago, IL, 60290, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.