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Legacy Consulting Group Logo
Legacy Consulting Group

Plano, Texas

Temperature Equipment Corp (TEC/NEC) Logo
Temperature Equipment Corp (TEC/NEC)

Tinley Park, Illinois


Norwood, Massachusetts

The Foundry Financial Group, Inc. Logo
The Foundry Financial Group, Inc.

Laconia, New Hampshire

Videojet Technologies

Wood Dale, Illinois

Sky's Edge Wealth, Ameriprise Financial LLC Logo
Sky's Edge Wealth, Ameriprise Financial LLC

Madison, Wisconsin

Crane Composites Logo
Crane Composites

Channahon, 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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