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Jr. Partner, Investment Advisory
Chicago, IL
THE OPPORTUNITY We have an exciting opportunity for a Junior Partner to join a team in Company's Investment Advisory Department. Positions are available in Highland Park and Chicago. Qualified candidates will work directly with a Managing Director in creating new business opportunities and providing technical, investment and financial planning support to clientele. Responsibilities: * Under the guidance of a Managing Director to focus on business development in order to increase assets under management * Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives * Build and maintain client bases, keeping current client plans up-to-date and generating new clients on an ongoing basis * Implement financial planning recommendations...
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