Financial - Wealth Management - Financial Advisor (High-Net Worth)
Salary: Up to $120,000 plus annual bonus
Location:
Downers Grove, IL 6515
West Suburbs of Chicago - Downers Grove, IL
Position Type: Full-time | Direct-hire
Job Description:
Financial / Wealth Management / Financial Advisor
Financial Advisor
Up to $120,000 plus annual bonus and great company-sponsored benefits
JobGiraffe's client is a fee-only, independent financial advisory firm.
As Financial Advisor, you will:
- Support a clientele of high-net worth individuals
- Help families achieve their financial objectives
- Partner with Senior Financial Advisor's
- Manage investment strategies, portfolios and assets
- Provide tax compliance and planning support
- Administer financial, legal and tax documentation
- Analyze legal agreements related to trusts, business entities, business operations, investments and other financial legal matters
- Collaborate with outside counsel as necessary
- Perform risk management and advisory functions
- Optimize cash flow and liquidity
- Facilitate succession planning and wealth transfer processes
- Run routine, special and ad hoc reports
- Provide guidance and recommendations tailored to meet your client's financial goals
- Create, propose and implement solutions based on your recommendations
- Perform other duties as assigned
An ideal candidate profile will include:
- Wealth Advisor / Wealth Advisory experience
- Tax Compliance and Planning experience
- Legal, Estate and Compliance Analysis experience
Pluses:
+++ A Juris Doctorate, CPA and/or CFP Designation
West Suburbs of Chicago - Downers Grove, IL
Please submit your resume by using the Apply Now feature.
All resumes submitted will be reviewed based on the candidate profile listed above.
Candidates with the most relevant background will be selected first and asked to participate in a screening.
JG ID #25-1060 - Downers Grove, IL 60515
Job Benefits: Medical, Dental, Vision, Life and Disability Insurance, FSA, PTO, 401(k) with Match, Health Club Membership, Reimbursements for Professional Memberships and Continuing Education Classes
Relevant Skills, Experience, Industries:
Accounting Skills
Finance-Financial Services Accounting Skills,
Financial, Banking, Insurance, Real Estate, Investment, Related Services
Recent Grads and Entry Level/Will Train
Management Skills - People or Projects
Marketing/Advertising/Public Relations Skills
Travel/Meeting and Event Planning
Healthcare-Medical/Medical Claims/Billing
Human Resources/Benefits Administration/Payroll/Training/Recruiting/Staffing
Information Technology - Computer Hardware & Software
Real Estate/Property Management