Wealth Strategist I

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

Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities.

Join William Blair, the Premier Global Partnership.

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.

We are committed to our people and culture, values, clients, and local communities.

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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Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder.

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 organization. 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.

The Wealth Strategist I provides wealth planning and advice to existing and prospective clients on advanced estate planning, tax planning, cash-flow modeling, risk management/ insurance analysis, educational modeling, and other wealth planning concepts. This role also collaborates closely with Wealth Advisors to converting prospects into clients with assets under supervision. Professionals in this role present to various audiences on key wealth planning topics and promote William Blair’s Private Wealth Management function.

Responsibilities Include But May Not Be Limited To

Provide personal wealth planning analysis, counsel and advisory services for high-net-worth and ultra-high net worth private and institutional clients in the following areas: cash flow planning, investment planning/asset allocation, income tax planning, risk protection/insurance, retirement planning and estate planning.
Develop holistic estate and investment analyses, applying sophisticated trust and tax knowledge and understanding of regulations that may affect wealth strategies.
Develop and maintain strong and trusted relationships with PWM Wealth Advisors and their high-net-worth clients, understanding their financial goals and providing exceptional client service to enhance satisfaction and retention.
Prepare analyses and coordinate with PWM Wealth Advisors to conduct client meetings and presentations, articulating the value of our wealth strategy solutions and providing tailored advice to address clients’ complex financial needs. Collaborate on complex client situations with Wealth Strategy colleagues where appropriate.
Drive business growth by identifying and pursuing new client acquisition opportunities, leveraging existing networks, and implementing strategies to expand the client base.
Stay informed about market trends, industry developments, and competitive landscape to identify potential opportunities and threats. Provide insights and recommendations to clients and internal teams.
Work closely with internal teams to ensure seamless execution of wealth strategies and delivery of exceptional client service.
Support initiatives to attract new clients through networking events, referrals, and strategic partnerships. Develop and implement marketing and outreach strategies to enhance the firm’s visibility and reputation.
Act as a mentor to less experienced team members.
Additional responsibilities as requested.

Qualifications

Bachelor’s Degree required
CFP certification, CPA, or JD required
8+ years of experience in financial planning or related function required.
Series 7 and 66 preferred; SIE exam and Series 7, 66 will need to be completed within 120 days (new hires - post 10/1/2018, for US only)
Exceptional ability to build and sustain high-quality client relationships, with a strong focus on delivering strategic and personalized financial advice.
Extensive knowledge of wealth management strategies for high-net-worth and ultra-high-net-worth private and institutional clients, including investment, estate planning, tax strategies, and risk management.
Strong analytical, strategic thinking, and problem-solving skills with a track record of developing and implementing successful financial strategies.
Proficiency in financial planning software, CRM systems, and advanced data analysis tools.
Strong experience utilizing Microsoft Office products and working knowledge of standard industry wealth planning software tools (eMoney, MoneyGuide Pro, etc.)
Travel may be required as needed
Excellent verbal and written communication skills

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

$83,500—$120,000 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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Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.

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