Lead Advisor
Lead Advisor is a wealth management consulting and search firm. This role is for one of our clients.
Job description An established financial planning team is seeking an
Associate Wealth Management Advisor (AWMA)
in the preparation and implementation of financial planning (50% investment and 50% risk management focused). Insurance background preferred although not requisite for this opportunity as comprehensive training/support provided.
This is a hybrid/remote opportunity (Chicago, IL office)
with comprehensive benefits, small team environment and unlimited growth opportunities.
Primary duties include maintaining insurance onboarding workflow, processing client investment trades and facilitation of client service requests.
Job responsibilities: All insurance planning operations Insurance Underwriting Education planning oversight Running insurance ledgers, submitting applications, facilitate underwriting. Investment account trading Amending plan funding, internal transfers, tax-loss harvesting Estate Plan funding/titling Building/ modifying from proprietary client planning software Compliance communication Internal Team meeting collaboration Basic internal trading operations OneDrive Management on weekly meeting cadence Running CRM reports and tracking opportunities
Requirements 3-5+ years of financial planning experience required Series 7 and 66 required. Life and Health Insurance licensed (or willingness to obtain within the first 30 days) Growth-focused with a passion for comprehensive planning Excellent communication skills - comfortable presenting to clients in person and virtually Proactive mindset to solve problems Industry designations or willingness to obtain CFP Ability to work both independently and in a team Ability to maintain confidentiality.
COMPANY OVERVIEW An established advisory practice located in Chicago, Illinois with over two decades of intellectual capital in financial services and succession planning. Our firm has maintained 20% organic growth over the past 5 years- approaching $125 mil of capital under our oversight.The firm's focus on doing right by our clients, employees, field force, and community, has earned us premiere national recognition/
Job description An established financial planning team is seeking an
Associate Wealth Management Advisor (AWMA)
in the preparation and implementation of financial planning (50% investment and 50% risk management focused). Insurance background preferred although not requisite for this opportunity as comprehensive training/support provided.
This is a hybrid/remote opportunity (Chicago, IL office)
with comprehensive benefits, small team environment and unlimited growth opportunities.
Primary duties include maintaining insurance onboarding workflow, processing client investment trades and facilitation of client service requests.
Job responsibilities: All insurance planning operations Insurance Underwriting Education planning oversight Running insurance ledgers, submitting applications, facilitate underwriting. Investment account trading Amending plan funding, internal transfers, tax-loss harvesting Estate Plan funding/titling Building/ modifying from proprietary client planning software Compliance communication Internal Team meeting collaboration Basic internal trading operations OneDrive Management on weekly meeting cadence Running CRM reports and tracking opportunities
Requirements 3-5+ years of financial planning experience required Series 7 and 66 required. Life and Health Insurance licensed (or willingness to obtain within the first 30 days) Growth-focused with a passion for comprehensive planning Excellent communication skills - comfortable presenting to clients in person and virtually Proactive mindset to solve problems Industry designations or willingness to obtain CFP Ability to work both independently and in a team Ability to maintain confidentiality.
COMPANY OVERVIEW An established advisory practice located in Chicago, Illinois with over two decades of intellectual capital in financial services and succession planning. Our firm has maintained 20% organic growth over the past 5 years- approaching $125 mil of capital under our oversight.The firm's focus on doing right by our clients, employees, field force, and community, has earned us premiere national recognition/