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South Suburban College

South Holland, Illinois

OSM Worldwide

Glendale Heights, Illinois

Gerald Kuhn & Associates

Springfield, Illinois

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DSMA

Chicago, Illinois

Brian Zabel & Associates

Morris, Illinois

Ardagh Metal Packaging

Chicago , Illinois

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MBM Wealth Consultants

Chesterfield, Missouri

Forum Financial Management

Lincolnshire, Illinois

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OMS National Insurance Company

Schaumburg, Illinois

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Associate Wealth Advisor
Job Description This position will provide exceptional service to clients, referral partners, and prospective clients while also helping the firm grow and evolve. Primary Responsibilities Conduct client reviews on annual/semi-annual basis Review portfolios, make recommendations, address concerns and answer other investment related questions Address items such as: personal information updates, RMD’s, savings/distribution programs, account beneficiaries, financial goals and upcoming needs Research complex situations, set client expectations, and define the actions necessary to resolve inquiries in a timely manner Help grow business from existing clients, referrals, and prospects


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