Private Vista LLC · 4 months ago
Wealth Management Associate
Chicago, IL
Full-time
Onsite
Entry, Mid Level
$75K/yr - $100K/yr
2+ years expPrivate Vista LLC is a financial advisory practice dedicated to helping clients achieve their financial goals through personalized planning and investment strategies. As a Wealth Management Associate, you will support a Senior Advisor/Partner and manage client relationships while developing your own client base.
BankingFinancial Services
No H1B
Responsibilities
Client Management: Oversee a client responsibility list, ensuring regular touch points and reviews for comprehensive financial planning and investment management
Technical Knowledge: 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•
Qualification
Required
2-5 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 team's future
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future
Preferred
CFP preferred, but not required
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
Competitive PTO Policy
Hybrid in Office Policy
Company
Private Vista LLC
Worried about how you want to spend your retirement while still feeling fulfilled in your life? Recently widowed or divorced and overwhelmed by where to look for financial support and resources? Unsure of how you can get the kids through college and create special memories from the family vacations you imagined? That’s where we can help.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Bob Westrick
Partner
Douglas Brown
Financial Planner / Partner
Recent News
2025-04-30
Company data provided by crunchbase