Our Focus: Financial Services
We connect the right people with the right positions throughout the financial community.
Tap our resources.
They run deep. Since our inception we've kept our focus trained exclusively on the financial industry, and we've built a vast network of contacts in the process. Let us put those resources to work for you. We'll connect you with the most current job openings at the most desirable companies in Chicago or nationwide.
Associate Advisor (Insurance/Wealth Management) (17-330)
$60-90k (depending on experience/licensure)
Primarily administrative/operational role -- handling new account
opening/onboarding and account transfers -- but also client service including
retirement analysis/strategic planning, portfolio rebalancing and making
Will provide instructions/recommendations to clients (for example how to set
up trusts/take minimum distributions) via email
Run insurance illustrations, submit applications, file paperwork for
contracts/licensing, run internal reports
Meet with advisory clients/prospects; gather information as appropriate and
make security recommendations and modify asset allocations for existing client
Series 7 required; CLU/ChFC/CLTC/CFP desired
5+ years administrative/operational experience in the investment/securities
Strong oral/written communications skills; critical thinking/financial
analysis/problem-solving skills required
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