Wealth Management Associate - Private Vista

Hightower • Oak Brook, IL

1d • $75,000 - $100,000 • Hybrid

About The Position

Private Vista is a financial advisory practice dedicated to helping clients achieve their financial goals through personalized planning and investment strategies. Our team of experienced professionals is committed to providing solutions to address the individual financial challenges faced by our clients.
The Role
Do you aspire to work with a team that trusts and relies on you for your insight, relishes your analytical depth, and is blown away by your productivity and efficiency? Do you desire a clear and defined roadmap for your professional development and career path? Does having a coach/mentor dedicated to your success sound compelling? How about working for a team that truly recognizes your hard work and commitment? As a Wealth Management Associate, you will support a Senior Advisor/Partner in our organization and grow quickly to manage your own client base.

Requirements

• 2+ years of work experience
• Relationship building and management skills
• Passion for the financial planning business and a genuine interest in helping clients achieve their goals
• High ethical standards and integrity in all business dealings
• Commitment to excellence and continuous improvement
• Entrepreneurial spirit, demonstrated through personal investment in your professional growth and the practice’s future

Nice To Haves

• CFP Preferred not required

Responsibilities

• Client Management: Oversee a client responsibility list, ensuring regular touch points and reviews for comprehensive financial planning and investment management.
• Technical Experience: Analyze data, design financial plans, and present them effectively to the client base. Stay current with tax laws and serve as a resource for the team. Participate in best practice events to enhance your knowledge and skills.
• Business Development: Develop referrals from your existing clients and your professional network to expand our client base. While business development will not be required in the early stages of this role, It will be important for ongoing career and compensation growth.
• Client Segmentation: Manage a book of clients, providing tailored financial advice and solutions.

Benefits

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance
• 40-hour work week, with year-round 5-hour Fridays
• Hybrid office policy
• Base salary of $75,000 - $100,000 plus discretionary bonus (base salary amount will be dependent on experience)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed