Financial Advisor

Company: Harrison Gray Search and Consulting
Location: Deerfield
Posted on: May 17, 2022

Job Description:

Harrison Gray Search -has partnered with an elite Wealth Management Practice seeking a -Private Wealth Associate.
This role will require candidates to build upon their current skill set and will provide unparalleled immersion into all aspects of the wealth management industry. This is an exciting and challenging opportunity to partner with Financial Advisors to provide all aspects of client servicing including asset allocation advice, portfolio analytics, Trust & Estate planning, retirement planning, and core/discretionary planning for high net worth clients and prospects.
APrivate Wealth Associatewill:Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation.Partner with team members to accomplish a common goal of providing exceptional service.Interact with clients to support all aspects of their servicing needs related to the management of their relationship.Interact and network with senior professionals throughout the firm to fuel career success.
Private Wealth Associates will participate in a comprehensive and robust training program. The Associate Development Program (ADP) will enable Associates to build a foundation of investment knowledge and develop quantitative and qualitative skills needed to achieve client service excellence and fuel success as an investment professional. Curriculum will be delivered in various mediums such as interactive virtual sessions, group collaboration, and on-the-job individual training. Content will include:In-depth industry training, as well as on proprietary investments, services, policies and procedures.Advanced training on trusts & estates, wealth planning analytics, investment management philosophies, and financial management strategies.A focus on client service excellence, partnership and sales training in order to strengthen the client experience.Behavioral training geared toward the development of communication, leadership, and other professional skills.Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role.

Job Qualifications
The ideal candidate should have a bachelor's degree with excellence in academics and strong leadership experience. Candidates should either have two years of experience or be a recent college graduate with relevant internships.
Desired Qualifications
We are looking for accomplished team players who seek a rigorous and challenging environment for their career development. Candidates should be client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere. They should also possess strong analytical and communication skills (both written and verbal) and an ability to build internal and external relationships. Proficiency in Word and Excel are required.
Two years of client service experience. Our client will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses preferred.

Equal Employment Opportunity Employer
People of color, women, and LGBTQ people are encouraged to apply.AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation. Gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.


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Keywords: Harrison Gray Search and Consulting, Arlington Heights , Financial Advisor, Accounting, Auditing , Deerfield, Illinois