Associate Adviser-Client Services

2019-09-11T15:24:14+00:00 September 11th, 2019|

Chicago, IL
The Associate Adviser will work with two or possibly three of the Vice Presidents of Client Services to provide professional services to their clients. 
The ideal candidate will have at least three years of relevant experience in financial planning or estate planning, and direct client service. The individual must learn quickly and be flexible. All employees are expected to demonstrate unquestioned integrity and discretion at all times.. A bachelor’s degree is required, preferably in a business discipline unless previous work experience compensates for a general degree. JD, CPA, or CFP certification is a plus

 

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