Financial Advisor

Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients, a top wealth management practice in Greater Chicago.

Serve as the Service Manager for a subset of the company's clients.

• Execute delivery of financial plans and case preparation for client meetings.
• Prepare the Relationship Manager for client meetings and opportunities.
• Serve as the focal point for coordinating workflow and service for clients and prospects.
• Serve as the Relationship Manager for a subset of the company's clients.

• Bachelor’s degree or related equivalent experience.
• 3-5 years in the wealth management or investment management industry.
• FINRA Series 7 & 63/65
• Life & Health License

• Strong ability to cultivate, produce, and maintain relationships.
• Approachable, respectful, and inclusive communication.
• Ability to give and receive constructive feedback.
• Ability to maintain confidentiality.
• Excellent verbal and written communication skills.
• Superior verbal and written communication and interpersonal skills.
• Extremely proficient in Microsoft Office Suite or related software.
• Excellent organizational skills and attention to detail.
• Excellent analytical, decision-making, and problem-solving skills.