Overview
Growing, Individualized Planning
We are a Chicago based independent financial advisory firm with a focus on estate planning, investment management, corporate retirement, business succession, and insurance consulting. Our typical client is either a highly compensated individual or with a net worth greater than $5mm. We utilize sophisticated wealth transfer strategies, and our investment portfolios are diversified between traditional and alternative investments. This is the ideal opportunity for someone who is looking to immerse themselves in high value planning with a strong, goal-oriented team and is looking for the opportunity to grow in their career.
The Perks
Competitive salary plus bonus. 401(k) contributions, and profit sharing attainable. 4 weeks PTO plus NYSE holidays and a flex schedule around the holidays. Hybrid work environment (currently three days in-office). Great company culture with goals-based system that results in fun team activities/trips. Career track growth.
Job Responsibilities
You will assist advisors by creating and updating financial plans, managing the follow-up of client meetings, and in some cases being the first point of contact for clients seeking assistance with money movement, trades, etc. You will participate and present in client meetings and periodically review client investment portfolios, analyze investment strategies, build models and modify investment goals when needed. You will also assist with meeting preparations and walking through meeting materials with the advisor.
Qualifications
Bachelor’s degree from an accredited university (bonus for additional education and/or designations), and security licensed. Effective written and verbal communication skills. Very proficient with Microsoft Excel, Word, PowerPoint, and Salesforce preferred. Must be a hard-working self-starter who has exceptional attention to detail and that enjoys working with great people and problem solving.
How to Apply
Please email your interest in the role and resume to Curtis Ellergodt (Chief Operating Officer at Sentinus) by clicking HERE. In your email, please share your affiliation with the Evans Scholars. Dan Puglisi (ESF Sr. Director, Career Services) is copied on the email to provide any additional support.