Financial Associate - Wealth Management - Claire Myers Consulting : Job Details

Financial Associate Wealth Management Our client, a well-established wealth management advisory firm in Oak Brook, IL, is seeking a Financial Associate to support high-end financial planning and investment operations. This role is ideal for a detail-oriented, business-minded professional with strong analytical and client service skills. Key Responsibilities Develop needs-based financial models and recommend portfolio solutions. Prepare proposals, open new client accounts, and manage client information. Input and analyze client data using financial planning software. Research and resolve client-specific issues, providing clear communication. Support the team with financial strategies and non-client projects. Qualifications Experience: 7 years in a professional office setting, with financial services or planning experience preferred. Education: Bachelors degree; financial planning coursework is a plus. Licensing: Series 6 required; Series 7 and 63 strongly preferred or expected shortly after hire. Skills: Strong organizational, communication, and technical abilities, with proficiency in Microsoft Office; experience with CRM, financial planning tools, or investment platforms is a plus. Compensation $85,000 - $100,000, plus bonus opportunities, based on experience.