Chicago Partners Wealth Advisors
Associate Financial Advisor
Chicago Partners Wealth Advisors, Rochester, New York, United States
Overview
Partner at Chicago Partners Wealth Advisors Company Description Chicago Partners Wealth Advisors focuses on optimizing each aspect of a client's wealth, creating comprehensive financial plans for high-net-worth individuals, corporations, foundations, institutions, and family offices. The firm currently manages more than $6.5 billion in assets for over 2,000 clients across the United States. Clients are served through the 5-Step Wealth Optimization Process, working with a dedicated team to create customized wealth management plans. Role Description This is a full-time on-site role for an Associate Financial Advisor at Chicago Partners Wealth Advisors in Rochester, NY. The Associate Financial Advisor will be responsible for financial planning, client-related service and communication, and overall wealth optimization for clients. The role involves working closely with a team of financial professionals to deliver tailored financial solutions. An outstanding candidate will possess three primary criteria: A heart to serve clients, forging and maintaining multi-generational relationships with our families and treating their capital as you would your own. Passion and commitment to the field of investment management and financial planning. Focus on and commitment to paying
attention to detail
and providing thorough and
accurate work product
to our clients at all times. Responsibilities
Deliver financial planning and wealth optimization for clients. Provide client-related service and ongoing communication. Collaborate with a team of financial professionals to develop tailored financial solutions. Qualifications
Financial Planning, Retirement Planning, and Investment Management skills - preferably 3-7 years of experience in client-facing work. Background in Finance and Financial Advisory services Strong analytical and problem-solving abilities Excellent communication and interpersonal skills Ability to work collaboratively in a team environment Certifications such as CFP, CFA, or CPA are a strong plus Bachelor's degree in Finance, Economics, Business, Psychology or related field Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Industries: Investment Management
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Partner at Chicago Partners Wealth Advisors Company Description Chicago Partners Wealth Advisors focuses on optimizing each aspect of a client's wealth, creating comprehensive financial plans for high-net-worth individuals, corporations, foundations, institutions, and family offices. The firm currently manages more than $6.5 billion in assets for over 2,000 clients across the United States. Clients are served through the 5-Step Wealth Optimization Process, working with a dedicated team to create customized wealth management plans. Role Description This is a full-time on-site role for an Associate Financial Advisor at Chicago Partners Wealth Advisors in Rochester, NY. The Associate Financial Advisor will be responsible for financial planning, client-related service and communication, and overall wealth optimization for clients. The role involves working closely with a team of financial professionals to deliver tailored financial solutions. An outstanding candidate will possess three primary criteria: A heart to serve clients, forging and maintaining multi-generational relationships with our families and treating their capital as you would your own. Passion and commitment to the field of investment management and financial planning. Focus on and commitment to paying
attention to detail
and providing thorough and
accurate work product
to our clients at all times. Responsibilities
Deliver financial planning and wealth optimization for clients. Provide client-related service and ongoing communication. Collaborate with a team of financial professionals to develop tailored financial solutions. Qualifications
Financial Planning, Retirement Planning, and Investment Management skills - preferably 3-7 years of experience in client-facing work. Background in Finance and Financial Advisory services Strong analytical and problem-solving abilities Excellent communication and interpersonal skills Ability to work collaboratively in a team environment Certifications such as CFP, CFA, or CPA are a strong plus Bachelor's degree in Finance, Economics, Business, Psychology or related field Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Industries: Investment Management
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