Wealth Advisor - Transcend Practice Management

Wealth Service Advisor

Location: Downtown Chicago (in office)
Hours: Mon-Fri,  8am-5pm
Compensation: $100,000 – $120,000, based on experience

The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap rewards for years to come.
We are a close, tightly knit team that works collaboratively to bring their values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. We are committed to delivering high-quality, high-touch experiences to clients so that clients know that they are receiving the firm’s utmost attention. Our mission is to provide world class service to our family of clients while growing together as a team.

Sound appealing? We are building a team with people who share our vision and want to add value to our clients. We would like you to think of how we can do things better, make an impact, and continue to grow. This is an exciting opportunity to welcome a Wealth Service Advisor to the team who will support the firm’s Wealth Advisors. The attributes that we are looking for in a teammate include:
In your new role, you can expect to:

• Deliver advice developed by, or in collaboration with, the advisors
• Respond to client inquiries and requests
• Provide planning and research support
• Attend client meetings, document, follow up, and correspond with clients
• Participate in planning meetings and assist in developing planning strategies
• Create and update financial plans
• Process service requests, open accounts, place trades and money movements
• Correspond with clients, their family members, and strategic alliances
• Produce client deliverables in a timely, accurate, and informative manner
• Continuously maintain client relationships, understanding their unique circumstances, connections, and interests
• Stay current on trends and regulations within the financial planning arena
• Continually strive to do the right thing the right way

Qualifications for this opportunity include:

• Bachelor’s degree
• Three years of experience in a financial advisor or financial planner role
• Series 63 and 65/ Series 66
• CFP designation, or the willingness to obtain
• Ability to perform under pressure and multitask
• Excellent communication and relationship management skills
• Strong problem-solving and critical-thinking skills
• Attention to detail
• Positive attitude and enthusiasm
• Confidence and adaptability
• Drive to help clients and co-workers
• Professionalism
• Strong computer skills: experience in MGP, Naviplan, Emoney, or Right Capital a plus

This is an in-office position located in Chicago. There is potential for occasional remote work after an initial training period.

We are committed to sourcing a diverse pool of applicants from various backgrounds. We urge all qualified individuals to apply and learn more about what we have to offer. Please see if we might be an attractive fit for both you and us. We look forward to meeting you.

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