RK Partners · 1 day ago
Associate Wealth Advisor | Plano Texas
Chicago, IL
Full-time
Onsite
Mid Level
$120K/yr - $145K/yr
3+ years expRK Partners is a Registered Investment Advisor firm seeking an Associate Wealth Advisor. The role involves serving as the lead advisor for client relationships, analyzing financial documents, preparing financial plans, and coordinating with various teams to ensure quality client deliverables.
Consulting
Responsibilities
Serve as lead advisor on client relationships in the range of 1-2million AUM
Explain to clients all financial planning topics which include but are not limited to retirement, tax, estate, insurance, education, charitable planning, asset protection planning, and elder care
Analyze financial documents, prepare financial plan summaries using the firm's financial planning software, and present recommendations to clients
Coordinate and manage projects and tasks assigned across Client Service and Investment Management teams while taking ultimate responsibility for quality control of client deliverables
Prepare meeting recaps, take ownership of follow-up items, and proactively schedule client meetings
Establish a leadership role with clients’ attorneys, CPAs, and outside advisors to coordinate client needs
Expertise in portfolio construction utilizing firm investment models and sleeves
Monitor financial markets, client investments, and continually stay abreast of changes to SFMG model portfolios
Ability to present economic concepts, explain their impact on clients' portfolios, and answer client questions about their investments
Manage the process of rebalancing client portfolios, tax loss harvesting trades, and any other trades necessary to raise or invest cash
Basic understanding of alternative investments including Private Credit, Private Real Estate, and Private Equity
Work closely with and take direction from, Team Lead, who will manage activities and delegate responsibilities while providing ongoing guidance and support
Actively contribute to team goals and success
Provide consistent and constructive feedback to other team members
Personal alignment with firms Core Values
Understand and support the firm's vision, mission, and strategy
Adhere to firm's investment approach
Actively involved in firm committees (Investment, Wealth Management, etc.)
Participate in firm task forces as needed
Maintain a thorough understanding of financial planning, client management and investment management strategies
Contribute to the growth of the firm by attracting new clients and identifying opportunities to retain and grow existing relationships
Consistent development and mastery of technical skills including complex financial planning, investment, tax, estate, retirement, and insurance topics
Develop and maintain key relationships with industry centers of influence and key partners
Qualification
Required
Minimum 1 years serving clients as the lead advisor, 3+ years in client facing capacity
Bachelor's Degree at a four-year college
CFP® is required
Financial planning software (eMoney), CRM technology (XLR8/Salesforce), portfolio management software (Orion), calendaring software, or other related software packages
Company
RK Partners
RK Partners is an independent advisory firm that specializes in complex corporate reorganizations.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase