at FORVIS in Chicago, Illinois, United States
Job Description
General information
Name
Consulting - Wealth Management - Managing Advisor
Posting Title
Managing Advisor | Wealth Management
Ref #
2232446
Date Published
Thursday, May 2, 2024
City
Oakbrook Terrace
State
Illinois
Country
United States
Job Category
Wealth Advisory
Office
Wealth Advisory (Forvis)
Advertised Location
US-IL-Chicago, US-IL-Chicago
Working time
Full Time
Description & Requirements
We are seeking to add an experienced Wealth Management professional to serve as a lead Advisor to High-Net-Worth families.
How you will contribute:
Serve as wealth management advisor on a team helping high net-worth families identify and prioritize their goals & dreams. Contribute to the design and ongoing implementation of a comprehensive wealth management plan for clients.
Maintain/Develop in-depth technical expertise and global knowledge of wealth management services, including financial planning, investment management, estate and legacy planning concepts, including trust administration
Interact with custodians and corporate trustees in administering trust documents
Coordinate & work on multiple, concurrent client projects & complete assignments with minimal supervision
Actively lead and participate in business development activities to identify, pursue & acquire new clients
Develop contacts with others in the business, professional or civic community
We are looking for people who have Forward Vision and:
High emotional intelligence and strong desire/empathy to serve families
Experience delivering comprehensive wealth management services
Analytical and relationship skills to relate to individual client situations
Attention to detail and ability to multi-task
Ability to be a self-starter
Willingness to travel as appropriate to serve our clients
Experience helping grow a wealth management practice
Experience overseeing associate advisors is a plus
Minimum Qualifications:
Bachelor's degree is required; Financial planning degree preferred
7 years or more of experience serving as the lead wealth management advisor to high net-worth families
One of the following designations is required: Certified Financial Planner (CFP), CPA, or Certified Trust and Financial Advisor (CTFA)
#LI-OAK, #LI-CHI
#LI-AF1
FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.
