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Job Summary
 
As an advisor, you will be joining one of Keating & Associates’ partners, Purposeful Wealth Advisors (PWA).  They are a talented and industry recognized team of professionals located in Chicago, Illinois. The team mentality is prevalent, and the sharing of ideas and opinions is commonplace and expected. You will use your training and experience to advise an existing group of clients with sound advice regarding a wide array of creative financial planning and investment management services.   

Responsibilities  

• Meet one on one with clients to review their financial plan, review their investment(s), and provide investment and financial planning recommendations 
• Prepare, present, and execute financial planning recommendations with clients   
• Proactive communication with current and potential clients 

• Recording accurate notes, action items and prudent process for all client meetings  
• Demonstrate industry knowledge and discern key questions to ask clients in order to develop thoughtful solutions 
• Build long lasting relationships of trust and respect with current and future clients 
• Stay ahead of technological advancements, and the ability to learn new systems  
• Expected to pursue personal and professional development opportunities to enhance your capabilities and become a lifelong learner 

• Actively participate in team meetings and work within framework of team processes 

Skills  

• Experience with financial planning software (eMoney is a plus) 
• Proficient in Microsoft Office 365 

• Excellent communication skills; written, interpersonal, and virtual 
• Strong analytical and research skills 
• Works collaboratively with the team 
• Service-oriented and responsive to clients and teams needs 
• Strong organization and time management skills 

• Thrives in a fast-paced environment while able to strategically prioritize and delegate 

Required Qualifications 

• Bachelor’s Degree from an accredited institution 
• 7+ years of Professional Experience 

• 2+ years of Financial Planning Experience 

Preferred Qualifications 

• CFP 

• Licensing: Series 7, Series 63 

Benefits Eligible: 401k, Health Insurance, Vision, Dental, Life Insurance, and Short- and Long-Term Disability 

Please submit cover letter and resume to apply.