Associate Advisor

Associate Advisor

Our client is one of the largest independently owned fee-based wealth management firms in the Chicagoland area. They provide wealth management services to corporate executives and high net worth individuals. Investment News recently announced them as #1 Best Places to Work for Financial Advisors for 2018, 2019, 2020, 2021, 2022 and 2023.

This firm is in search of a full-time Associate Financial Advisor who can service clients in Minnesota or Wisconsin. As they continue to expand their geographic footprint, this is a great business opportunity for an advisor who might be looking to join a reputable fee-only planning firm with an established reputation and infrastructure.

The Associate Financial Advisor must have knowledge in all areas of comprehensive financial planning and at least 5 years of client facing experience. Advisors assess and manage the financial needs of individuals and help them with decisions on, but not limited to, employer benefits, investments, income tax, retirement planning, charitable giving, estate planning, and insurance. Advisors help clients plan for short- and long-term goals to achieve their personal financial objectives. Advisors will have supervisory responsibilities for a support team.

Qualifications Required:
• CFP® designation (Certified Financial Planner)
• CFA® and/or CPA designations acceptable
• Bachelor’s Degree in Personal Financial Planning, Finance, Economics, Accounting, or Business
• Extensive knowledge of finance, income taxes, investments, asset allocation and estate planning concepts
• Proficient in basic computer skills especially Microsoft Office

Compensation: Our client offers a generous compensation package which includes full benefits including health, dental and profit sharing. This is not a sales position.

This company is an equal opportunity employer.