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Wealth Associate

NPAworldwide Recruitment Network

Last Updated: 9/24/22

Job Description

Job description:

Due to growth, established Single Family Office in Chicago is seeking to hire a Wealth Associate.

  • Work closely with Relationship Manager to offer wealth management advice including cash management, insurance planning, mortgages, complex family situations, what-if scenarios, family governance, budgeting, student debt, new business structures, etc.
  • Assist in research regarding jets, yachts, acquisition and disposition of property, and touch on all areas of clients' financial lives
  • Focus is on providing excellent client service, no new business requirements
  • Extensive client contact
  • Requires 2-5 years' experience in any discipline of the wealth management arena, with desire to become trained in all areas of holistic financial management
  • Excellent interpersonal skills a must
  • MoneyGuidePro or eMoney experience a plus
  • CFP a plus
Why is This a Great Opportunity:

Firm values collaboration and a team atmosphere.

Company Details

Grand Rapids, Michigan, United States
NPAworldwide connects you to premier independent recruiting firms located throughout Europe, Asia, Australia, Africa and the Americas. Get connected with members around the world to widen your employer pool, get specialized placements, and find perfect matches -- all at no cost. Our members are placement professionals seeking long-term fits. Working with our recruiters gets you access to relocatio...