Financial Advisor Assistant - RIA Firm - Oakbrook Terrace, IL Job at Advisor Employee Services
Advisor Employee Services Oakbrook Terrace, IL 60181
$65,000 - $75,000 a year
Financial Advisor Assistant
At Wealth Planning Network, our mission is to provide our affluent and ultra-affluent clientele a holistic family office experience, where we combine and leverage our unique expertise in the areas of investment management, estate and income tax minimization, asset protection, and charitable giving strategies to enhance, preserve, and protect family estates for generations to come. Our private banking, insurance carrier, attorney, and CPA partnerships provide our clients with multiple levels of financial resources to meet our clients’ unique goals and objectives. In addition, our sister company, Parkview Asset Management, is our Registered Investment Advisory firm who custodies our clients’ assets under Fidelity Investments.
Building lasting and meaningful relationships with our clients is something we pride ourselves on, and we hope that you will become part of our team to service our clients as enthusiastically as we do.
As a result of recent growth, we are seeking an experienced Advisor Assistant to join our team in
Oakbrook
Terrace, IL. The Financial Advisor Assistant Assistant will report directly to the President of Wealth Planning Network/Parkview Asset Management, working alongside 2 other Financial Advisor Assistants, providing a high level of client service, administration, and operations support to our high net worth and ultra-high net worth clients. This position requires to work within office.
The ideal candidate would conduct the smooth operation of a fast-paced and friendly financial planning/advisory office and complete tasks that allow the Wealth Advisors to focus more time and energy on financial planning, client acquisition, and deepening existing client relationships. The assistant supports the many different tasks for which the practice is responsible, and ties directly to the overall business plan of the practice. This position allows the advisor the assurance they need to know that their practice is being maintained and supported within compliance requirements and established guidelines.
Primary Responsibilities include:
- Assist Financial Advisors in preparing client pre-meeting documents, forms, and compiling other correspondence for Advisors appointments.
- Prepare financial reports, spreadsheets, and other materials for client meetings.
- Submit paperwork to the different agencies and follow up on progress of the applications
- Monitor and tracks the inflow of client funds and provides this information to management periodically.
- Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
- Interface with clients via inbound, proactive, and follow-up phone calls, and email as well as face-to-face interactions.
- Onboard new client accounts, which includes the collection of required documentation and client information
- Marketing tasks such as assisting in seminar marketing, client appreciation events, advertising, and other media outlets
- Perform other administrative duties that are assigned by Financial Advisors in daily business practices, including but not limited to, telephone coverage, greeting clients and guests by phone and in person, and coordination of client meetings.
Ideal candidate will possess the following:
- Bachelor’s degree preferred
- 2+ years of experience in a financial services firm
- FINRA Series 7 or 65, and IL state insurance license is a plus
- Efficient in PowerPoint, Word, Excel, and Microsoft Outlook.
- CRM experience is a plus
- Strong organizational and administrative skills, as well as a high degree of accuracy and careful attention to detail.
- Must have experience interacting with internal and external individuals at all levels, including senior executives, clients, and vendors.
- Ability to work under pressure to meet deadlines, including a willingness to work overtime if the situation calls for it.
- Excellent interpersonal skills with the ability to strengthen and retain client relationships
Salary Base - $65,000 - $75,000 per year with Discretionary Bonuses based on individual and company performance – Can be up to $2500 per quarter.
Hours: Monday – Friday 8:30 AM– 5:00 PM
Benefits: You Bet!
- Health insurance
- Profit-Sharing Plan/401k
- Paid time off – 2 Weeks to begin, then accrues over time
- Not just a job, but a career, with an opportunity to grow with our team.
Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor Assistant role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities.
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