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Private Wealth Associate

Employer
Wealth Planning Network
Location
Oakbrook Terrace, Illinois
Salary
Competative Salary+ Bonus & Benefits such as 401k, PSP, Health Insurance, & more
Closing date
Dec 31, 2021

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Job Role
Administration
Employment Type
Full Time
Level
Entry Level
Experience Level
1-4 years
CFP® Certification
Not necessary

Job Details

Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our busy financial planning firm located in Oakbrook Terrace, IL is looking for a strong Life Insurance Agency Administrator. This individual will be responsible for a variety of pertinent tasks, allowing the financial advisor to focus on the continued growth of the business. The ideal candidate will have superior administrative skills, a strong work ethic, attention to detail, and enjoy working directly with clients daily. If you are seeking an amazing career opportunity in a fast-paced environment, please apply today!

 

Minimum Requirements:

• 3+ years of Administrative office experience in a fast-paced environment

• Financial Industry experience required

• Intermediate to advanced skills with MS Office Suite, specifically Excel

• Desire to obtain long-term employment

 

This position requires that you possess the following skills:

• Ability to prioritize projects and manage time

• Savvy customer service to include excellent communication both verbal and written

• Strong follow-through

• Good-natured, positive attitude

• Ability to demonstrate persistence to achieve quality

• Insurance operations experience

 

Responsibilities:

Assisting the Financial Advisor in managing the branch office to exceed client and regulatory expectations to include:

• Assist clients with issues and concerns

• Build and improve upon client relationships

• Database management

• Assist with client inquiries regarding their account

• Run illustrations for in-force life insurance products to include annuities

• Pre-appointment preparation including compiling account summaries

• Maintain office filing system; both paper and electronic

• Complete & process new client applications

• Record notes from client conversations

• Other industry-specific tasks as needed

Company

At Wealth Planning Network, our mission is to provide our affluent and ultra-affluent clientele a holistic family office experience, where we combine and leverage our unique expertise in the areas of investment management, estate and income tax minimization, asset protection, and charitable giving strategies to enhance, preserve, and protect family estates for generations to come. Our private banking, insurance carrier, attorney, and CPA partnerships provide our clients with multiple levels of financial resources to meet our clients’ unique goals and objectives.  In addition, our sister company, Parkview Asset Management, is our Registered Investment Advisory firm who custodies our clients’ assets under Fidelity Investments.  In aggregate, we oversee over $600 million in assets and over $100 million in lending for our 250 HNW and Ultra HNW clients.  In addition, we manage over $1 billion in life insurance death benefit for our clients.

Building lasting and meaningful relationships with our clients is something we pride ourselves on, and we hope that you will become part of our team to service our clients as enthusiastically as we do.

 

Company info
Website

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