Job Description

We are currently looking for an Associate Advisor/Service Analyst to join a thriving independent financial advisory practice.  Headquartered in Chicago, Illinois, IHT Wealth Management (an LPL Financial affiliated firm) provides financial planning and investment advisory services to retail clients.  The Company has several offices in the Chicago area and other states.  This person will support and facilitate the advisors by proactively overseeing market trends and analysis.  

Description:

The Associate Advisor/Service Analyst will support a dynamic advisor team in a client-focused environment.  The ideal candidate should thrive in a small office or home office environment, have the ability to multi-task effectively, enjoy problem solving opportunities and demonstrate strong organizational skills.  

Primary Job Responsibilities:

Support the advisors with analysis, client services and technical assistance

Assist in client meeting preparation and follow up including assembling requisite paperwork and report generation

Analyzes asset allocations and generates rebalancing trades

Research products, product pricing and contacts carriers for information

Creates custom spreadsheets for analyzing purchase decisions or planning scenarios

Knowledge, Skills, and/or Abilities:

Excellent time management and organizational skills 

Advanced computer skills

Bachelor's Degree preferred

Finra Series 66, 7 and L and H preferred

Highly detail oriented, accurate and organized

Up to 2 years of relevant experience 

Strong interest in eventually being a Financial Advisor 

High integrity, positive attitude and strong team orientation