Job Details
Job Description
We are currently seeking qualified candidates to join First Principles Group (FPG) Wealth out of Chicago, IL, as a Wealth Management Advisor. This individual will work directly with the Managing Partners and will be dedicated to servicing sophisticated high-net-worth individuals, including small business owners and their families. The ideal candidate will be responsible for managing new and existing client relationships.
Responsibilities
- Providing a best-in-class service experience to a select group of clients. This entails frequent communication with clients and teammates, both verbally and in writing
- Developing new client relationships through contacts and networking
- Improve and develop the process to onboard new clients
- Servicing and advising clients relative to their wealth management, investment, and financial planning needs
- Representing the firm in a positive and professional manner
- Additional duties may entail participating in team projects and assisting with initiatives to streamline firm policies and procedures.
Qualifications
- Four-year college degree (Bachelor s Degree in Finance, Business or Economics is preferred)
- Professional Financial Designation (CFP designation preferred)
- Financial Planning and Asset Allocation Experience
- Strong communication and presentation skills
- Fun with a good sense of humor
- Ability to handle multiple tasks and complete in a timely manner
- Ability to work with a team, yet be a self-starter
- Familiar with Google Sheets, Slides, Gmail, ChatGPT/Grok, CRM services
- Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to excel in a fast-paced, team environment. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business but also be a great relationship manager to our existing clients
About First Principles Group
FPG Wealth is a Registered Investment Advisor headquartered in Chicago. FPG is a quickly growing firm with a small team but many exciting things ahead. Reach out if interested, and we can share more on the opportunity. ...@FirstPrinciples.Group