Wealth Planner II

William Blair • Full-time • Chicago, IL, US • $80k - $117k / year • 2w ago

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William Blair has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia.

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What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries.

We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions.

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We invite you to learn about how we are seeking excellence in everything we do and empowering our clients’ success with passion, creativity, and rigor. For more information, visit williamblair.com.

Investors rely on William Blair Private Wealth Management to activate their capital with purpose and precision. Our wealth advisors and their teams do this by delivering thoughtfully constructed, integrated wealth planning and by providing access to compelling investment opportunities. As one of the last true global partnerships in the investment industry, William Blair combines the world-class investment resources of a full-service global firm and the high-touch service, stability, and culture of an independent boutique. This model empowers us to be singularly focused on our clients’ success across market cycles and across generations. The firm has been a well-respected provider of private wealth management since 1935 and has won several awards from Barron’s and Forbes for best wealth advisors and wealth advisor teams.

William Blair Private Wealth Management is seeking a Wealth Planner II to assist the Wealth Planning team in the analysis and preparation of wealth plans for existing and prospective clients. This position will perform cash-flow modeling, risk management/insurance analysis, educational modeling, estate plan document preparation, and tax planning.

Responsibilities Include But May Not Be Limited To

Build knowledge of investments, insurance, income/gift/estate taxation, retirement planning. Perform research as directed by senior Wealth Planning staff. Consult with outside professionals when necessary. Synthesize findings into relevant content for wealth plans.
Assist the Wealth Planning team with data gathering, data input, plan analytics, drafting correspondence and creating financial planning exhibits.
Perform wealth planning analyses such as cash flow planning, investment planning/asset allocation, income tax planning, risk protection/insurance, retirement planning and estate planning.
Collect and maintain client data according to established policies and requirements.
Respond to client inquiries/service requests in a timely and proactive manner. Identify and communicate issues/potential problems that may require escalation.
Ensure all wealth planning activities are in compliance with applicable rules, regulations, policies and procedures.
Additional responsibilities as requested.

Qualifications

Bachelor’s Degree required
CFP (or working towards a CFP) preferred
2-5 years of experience in wealth planning required
SIE Exam, Series 7, and Series 63/65 (or 66) must be acquired within 120 days of employment
Maintain licenses by meeting required CPE hours
Ability to effectively manage multiple tasks
Client service oriented
Strong written and verbal communication skills
Strong analytical skills
Ability to work well in a team environment
Proficient in Microsoft Office products and Salesforce software

A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position.

This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives.

Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits.

Salary Range

$80,000—$117,000 USD

William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v

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