Wealth Associate

Due to growth, established Single Family Office in Chicago is seeking to hire a Wealth Associate. Firm values collaboration and a team atmosphere.

• Work closely with Relationship Manager to offer wealth management advice including cash management, insurance planning, mortgages, complex family situations, what-if scenarios, family governance, budgeting, student debt, new business structures, etc.
• Assist in research regarding jets, yachts, acquisition and disposition of property, and touch on all areas of clients' financial lives
• Extensive client contact
• Requires 2-5 years' experience in any discipline of the wealth management arena, with desire to become trained in all areas of holistic financial management
• Focus is on providing excellent client service, no new business requirements
• Excellent interpersonal skills a must
• MoneyGuidePro or eMoney experience a plus
• CFP a plus