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RK Partners · 1 day ago

Financial Advisor-Service

Chicago, IL

Full-time

Hybrid

Mid, Senior Level

$130K/yr - $165K/yr

RK Partners is a firm dedicated to helping clients achieve financial peace of mind through a high-touch wealth management experience. They are seeking an experienced Private Wealth Service Advisor to partner with Private Wealth Advisors in designing and implementing holistic financial plans while enhancing client satisfaction.

Consulting

Responsibilities

Building and updating holistic financial plans for both new and existing clients

Collaborating with Private Wealth Advisors while bringing your own professional insight to tailor recommendations

Translating client goals, timelines, and data into an integrated plan covering: Investments & portfolio construction, Retirement planning & income distribution, Estate planning concepts, Insurance analysis (Life, Disability, Long-Term Care), Cash flow & liability management, Tax-aware strategies, Education funding, Major purchases & long-term savings strategies, Business planning

Creating and updating investment proposals and insurance illustrations

Preparing advisors with planning insights and investment updates prior to client meetings

Ensuring all planning data and client information is accurately captured in our CRM

Contributing directly to client education and plan delivery once acclimated to our planning philosophy

Partnering across the firm to enhance our service model and drive client satisfaction

Qualification

Certified Financial Planner®Holistic financial planningHigh-net-worth client experienceInvestment portfolio constructionClient engagementDetail-orientedCollaborative