As a Financial Consultant, you'll engage with existing clients and cultivate new relationships with diverse client types, including high net worth individuals, endowments, foundations, businesses, and qualified plans. Your services will encompass retirement planning, estate plan reviews, tax planning, and insurance advice. You'll be part of an advisory team, maintaining regular client contact to ensure they stay on track with their goals. This role involves promoting our advisory capabilities and investment solutions to expand our client base. You'll report to the Managing Director of Wealth Management and be based in Naples, FL.
Key Responsibilities:... Organizational Skills Time Management Thoroughness Judgment & Decision-Making Schedule Monday Friday, 8:00 AM 6:00 PM (may vary slightly based on clinic needs) Travel Requirements Local travel between Oak Brook and clients in the Chicagoland...
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