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Private Wealth Associate

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

View more

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



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


Wealth Planning Network is a complete retirement, estate, and financial planning firm delivering a concierge level of service to individuals and families. Our vision is to become the trusted wealth manager throughout the Chicago-land area for physicians and small business owners. Through a combination of personalized attention, industry expertise, and the latest technology, we are able to provide our clients with a complete wealth management solution. We specialize in asset protection, estate, and income tax minimization, investment management, retirement planning, advanced life insurance management, and business succession planning.

Our main office is conveniently located in Oakbrook Terrace, IL where we serve our clients in the Oak Brook, Hinsdale, Western Springs, Clarendon Hills, and Burr Ridge Areas.

Find Us
1 Parkview Plaza, Suite 117
1 Parkview Plaza
Suite 117
Oakbrook Terrace
United States
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