Wealth Management Advisor
Fortitude Financial Partners, Chicago, IL, United States
Candidate is required to be present in the Chicago land area.
Fortitude is seeking a
Wealth Advisor
to join our wealth management team and support a Senior Wealth Advisor in delivering tailored financial strategies for high-net-worth clients. This is an exciting opportunity to develop your expertise while contributing to the creation of comprehensive wealth plans that align with clients' goals and values.
What You’ll Do
Support Senior Wealth Advisors in delivering customized wealth management strategies
Conduct research and analysis to develop personalized financial plans and investment portfolios
Assist in managing client relationships by addressing inquiries and ensuring excellent service
Collaborate with internal teams to ensure seamless execution of client requests and updates
Help mentor and develop new associates and client service staff
What You Bring
5+ years of experience in financial planning, accounting, legal, or a related field
One of the following required: CFP, CPA, CFA, or Series 65 (CFP strongly preferred)
Experience with fee-based wealth management, tax strategy, and financial planning
Proven success working with high-net-worth clients
Proficiency in financial planning software (eMoney, Holistiplan)
Strong interpersonal and communication skills
Excellent organizational and time-management skills
Note: All candidates must maintain a clean regulatory record (U4) with no disclosures.
Why Fortitude
Competitive compensation and performance-based rewards
Comprehensive benefits package
to support your personal and professional well-being
A collaborative, team-focused culture
that promotes work-life balance and growth
About Fortitude
Fortitude is a privately held financial services firm providing expertise in tax, estate planning, insurance, investment banking, and more. Our wealth advisors are supported by an experienced team to ensure clients receive holistic, strategic wealth management.
About the Team
At Fortitude, every wealth advisor is backed by a team of specialists in tax, insurance, estate planning, and more. This collaboration empowers advisors to provide clients with a higher level of service and advice.
Apply today to support our wealth management team and help clients achieve their financial goals.
#J-18808-Ljbffr
Fortitude is seeking a
Wealth Advisor
to join our wealth management team and support a Senior Wealth Advisor in delivering tailored financial strategies for high-net-worth clients. This is an exciting opportunity to develop your expertise while contributing to the creation of comprehensive wealth plans that align with clients' goals and values.
What You’ll Do
Support Senior Wealth Advisors in delivering customized wealth management strategies
Conduct research and analysis to develop personalized financial plans and investment portfolios
Assist in managing client relationships by addressing inquiries and ensuring excellent service
Collaborate with internal teams to ensure seamless execution of client requests and updates
Help mentor and develop new associates and client service staff
What You Bring
5+ years of experience in financial planning, accounting, legal, or a related field
One of the following required: CFP, CPA, CFA, or Series 65 (CFP strongly preferred)
Experience with fee-based wealth management, tax strategy, and financial planning
Proven success working with high-net-worth clients
Proficiency in financial planning software (eMoney, Holistiplan)
Strong interpersonal and communication skills
Excellent organizational and time-management skills
Note: All candidates must maintain a clean regulatory record (U4) with no disclosures.
Why Fortitude
Competitive compensation and performance-based rewards
Comprehensive benefits package
to support your personal and professional well-being
A collaborative, team-focused culture
that promotes work-life balance and growth
About Fortitude
Fortitude is a privately held financial services firm providing expertise in tax, estate planning, insurance, investment banking, and more. Our wealth advisors are supported by an experienced team to ensure clients receive holistic, strategic wealth management.
About the Team
At Fortitude, every wealth advisor is backed by a team of specialists in tax, insurance, estate planning, and more. This collaboration empowers advisors to provide clients with a higher level of service and advice.
Apply today to support our wealth management team and help clients achieve their financial goals.
#J-18808-Ljbffr