UHNW Senior Wealth Financial Advisor - Chicago Financial Search, Inc.

UHNW Senior Wealth Financial Advisor

San Francisco - Onsite

About The Role:

Are you skilled at developing wealth management strategies? Does financial data excite you? Interested in joining a dynamic UHNW team as their Planning Specialist? Fast-paced environment would allow the selected candidate to leverage the firm's platform to support Financial Advisors as they develop appropriate financial plans and actively participate in prospect and client meetings. Become an integral part of the client relationship building process and business development activities for this diverse team.

What You'll Do:

• Assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals
• Develop customized asset allocation strategies and investment solutions for clients
• Provide support for client relationship building and business development activities
• Perform business analytics as needed to support financial advisors in the growth of the business
  

What We're Looking For:

• 5+ years of experience in the Financial Services Industry supporting UHNW clients.
• Bachelor's Degree required, focus on Finance, Accounting, Business Administration preferred
• Series 7, 66 or 63/65 combo FINRA licenses required
• CFP/CIMA or CFA preferred
• Excellent written and verbal communication skills
• Ability to work on a large team – strong interpersonal skills

OOJ – 1335