Location: Position is based in the Chicago-area, but allows for working remotely (from a home office)
The Firm: Conifer Bay Capital LLC is a boutique wealth management firm organized as a Registered Investment Adviser in the State of Illinois. The firm provides financial planning, investment and family governance advice to wealthy families.
The Job: The role has two important components. The ideal candidate should have a passion for financial planning and enjoy working closely with clients. The candidate will also function as a “client technology expert,” leading the new client onboarding process and helping clients to utilize the various web-based technology platforms to obtain investment information.
The specific job responsibilities can be adjusted to suit candidate’s talents. The job offers flexible hours and location, enabling part-time work from a home office.
Specific job responsibilities will include, but not be limited to:
Developing financial plans for high net worth individuals
Establishing new accounts with Schwab Advisor Center
Producing quarterly reports with Black Diamond software
Participating in client meetings, document and execute meeting follow-ups as needed
Developing and maintaining long-term relationships with clients
Required Skills / Experience:
College education and CFP® required
3-5 years of wealth management experience, preferably with a large financial institution
Familiarity with Schwab Advisor Center and SS&C Advent / Black Diamond Wealth Platform
Strong technology skills
Excellent organizational / follow-through skills
Solid work ethic, self-motivated and goal oriented
Telecommuting is allowed.
About Conifer Bay Capital LLC
Conifer Bay Capital LLC is a boutique wealth management firm organized as a Registered Investment Adviser in the State of Illinois. The firm provides financial planning, investment and family governance advice to wealthy families.