General information

Name
Associate Advisor Wealth Advisors | Chicago
Ref #
2225411
Date Published
Tuesday, May 31, 2022
City
Oakbrook Terrace
State
Illinois
Country
United States
Job Category
Wealth Advisory
Department
Wealth Advisors
Office
BKD WA Central
Advertised Location
Chicago
Working time
Full Time

Description & Requirements

FORVIS is seeking to add a Wealth Management professional to serve as an Associate Advisor who assists senior wealth management advisors in working with high-net-worth families in our FORVIS Private Client practice. 


How you will contribute:

  • Supporting a Wealth Management team of advisors serving affluent families
  • Assisting families in creating comprehensive wealth management strategies including:
    • Financial Planning
    • Retirement Planning
    • Investment Management
    • Education Planning
    • Estate & Legacy Planning
    • Survivor Assistance
  • Develop/maintain in-depth expertise and global knowledge of wealth management services
  • Actively support business development activities to identify, pursue & acquire new clients 


We are looking for people who have Forward Vision and:

  • An individual who is a self-starter
  • Passionate about serving clients
  • Familiarity with the financial planning process 
  • Ability to effectively communicate with clients and simplify the complex
  • The ability to work in a team environment
  • Ability to travel as needed
  • Ability to coordinate & work on multiple, concurrent client projects & complete assignments with minimal supervision


Minimum Qualifications:

  • Bachelor's degree is required: Financial planning degree preferred
  • Recent college graduate
  • CERTIFIED FINANCIAL PLANNER designation, a plus, but not required initially
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