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Wealth Planning Network · 10 hours ago

Financial Advisor Associate

Oakbrook Terrace, IL

Full-time

Hybrid

Entry Level

$70K/yr - $75K/yr

2+ years exp

Wealth Planning Network is a fast-paced, high-growth firm providing fiduciary-led financial and estate planning solutions for high-net-worth clients. They are seeking a Financial Advisor Associate to support daily operations, enhance client experience, and assist with advisory tasks, while offering a clear career path in wealth management.

Financial Services

Responsibilities

Act as a primary point of contact for clients, managing inbound inquiries and proactively reaching out to coordinate meetings and follow-ups

Manage the end-to-end client onboarding process, ensuring all documentation is accurate and the client's "first impression" of WPN is world-class

Maintain and update our CRM (LeadCenter.ai) to ensure all client data, legal documents, and communication logs are current

Attend and provide help at live seminars where needed

Prepare comprehensive "Pre-Meeting Packs" for Advisors, including financial reports, spreadsheets, and customized presentation materials

Execute and track administrative workflows, including account transfers, fund movements, and compliance-related paperwork

Assist in the preparation of sophisticated estate and tax planning documents

Qualification

FINRA Series 65IL Life/Health Insurance licensesFinancial CRM softwareMicrosoft Office SuiteClient Relationship ManagementFiduciary MindsetProactive EngagementGrowth Oriented