Wealth Management Consultant - Robert Half Finance & Accounting - Chicago, IL

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Wealth Management Consultant - Robert Half Finance & Accounting - Chicago, IL -




Boutique bank in downtown Chicago is on the lookout for an lively, self-motivated particular person to hitch the Wealth Management workforce. In search of candidates with 2-5 years advisory expertise who’ve an entrepreneurial angle, a robust work ethic, the power to execute inside a staff and the lengthy-time period aspiration to hitch a rising enterprise.

Necessities:
Robust shopper relationship management expertise

Robust interpersonal and communication expertise

Good enterprise improvement and networking expertise

Capability to work collaboratively in a workforce setting

Good Management and management expertise

Skilled Wealth Management and Advisory together with Monetary Planning

Dedicated to ongoing persevering with schooling to remain present on Wealth Management points

Bachelors diploma

MBA, CFA or CFP most popular


Obligations embrace:
Work intently with our Personal Capital Managers / Lending Officers in figuring out and creating Wealth Consulting alternatives with our present and potential shoppers

Oversee and handle the continued Wealth Consulting shopper relationship, conducting periodic critiques, shopper conferences

Work intently in figuring out and creating robust working relationships with exterior/ outsource material specialists in Belief and Estates, Tax Accounting, Funding Management, Insurance coverage, and so forth.

Guarantee all Wealth Consulting actions are in compliance with all Regulatory necessities

Keep applicable expertise and information as a way to present specialist, element oriented unbiased monetary recommendation in all related enterprise areas Intermediate Accounting Coverage, Intermediate Tax – Belief & Property, Intermediate Investments, Intermediate Stock – Evaluation, Intermediate Monetary Planning, Intermediate Compliance, Intermediate MS Excel, Intermediate MS PowerPoint.








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Robert Half Finance & Accounting is the world’s first and largest specialised monetary recruitment agency. By means of our dad or mum…







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