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Stenger Family Office · 16 hours ago

Wealth Management Associate

Chicago, IL

Full-time

Onsite

New Grad, Entry Level

Stenger Family Office is an independent fiduciary wealth management firm providing expert guidance in various financial services. The Wealth Management Associate will assist senior advisors with financial planning, monitor investment portfolios, engage with clients, and support the implementation of financial strategies.

Financial ServicesTax PreparationWealth Management

Responsibilities

Assisting senior advisors with financial planning

Monitoring and analyzing investment portfolios

Preparing financial plans

Engaging with clients

Providing detailed responses to client inquiries

Supporting the implementation of strategies to meet client financial goals

Qualification

Financial planningInvestment managementAnalytical skillsWealth management softwareCommunication skillsFinance principlesBachelor’s degreeInterpersonal skills

Required

Proficiency in financial planning and investment management

Strong analytical skills and attention to detail

Excellent communication and interpersonal skills

Understanding of finance principles and concepts

Proficiency in tools and software related to wealth management

Bachelor's degree in Finance, Economics, Accounting, or a related field

Ability to thrive in an on-site, collaborative team environment

Preferred

Certification or relevant experience in financial planning or investment advisory is a plus

Company

Stenger Family Office

Stenger Family Office offers wealth management, investment management, tax preparation, and estate planning services.

Founded in 2023

Naperville, Illinois, USA

11-50 employees

https://stengerfamilyoffice.com

Funding

Current Stage

Early Stage

Leadership Team

Nick Stenger

Chief Executive Officer, Financial Advisor

Company data provided by crunchbase