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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
Qualifications:
  • 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
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