Associate Advisor - Fuel Your Financial Passion
Employer
Signature Estate & Investment Advisors, LLC
Salary
$80k-$100k (estimated pay)
Location
Chicago, IL
Employment Type
Full-time
Сategory
Financial Advisors
Description
Looking for an enthusiastic Associate Advisor to work with a dynamic Advisory Team, assisting with client service, new business development, and practice management.
Qualifications
- Bachelor's Degree
- Series 7 and 66 licenses
Responsibilities
- Serve and grow existing client relationships
- Prepare for client review meetings
- Monitor and re-balance client portfolios
Education
Bachelor's Degree (BA) required, MBA preferred
Benefits
- Professional development opportunities
- Competitive salary
- Health insurance
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