Job Title: Associate Advisor
Location: Chicago, IL
Company: STRIDE Financial/STRIDE Investments
About Us:
STRIDE Investments is a premier private wealth management firm dedicated to delivering tailored financial planning and investment management services. We are committed to fostering client relationships built on trust, integrity, and personalized attention. Our team-oriented environment promotes career development, continuous learning, and professional growth.
Position Summary:
We are seeking a motivated Associate Advisor who will collaborate with our Lead Advisor to deliver comprehensive financial planning and investment management solutions to clients. This role combines client service with technical financial planning support, offering a career track that can lead to leadership roles within the firm.
Key Responsibilities:
Financial Planning & Investment Management (40%)
· Gather and organize client data to develop financial plans.
· Prepare comprehensive financial plans covering retirement, insurance, and tax planning.
· Assist in preparing Investment Policy Statements and conducting portfolio allocation analysis.
· Manage data integrity across the firm’s software tools and maintain accurate client documentation.
Client Service & Relationship Management (40%)
· Act as a liaison between clients and financial advisor.
· Prepare for client meetings and assist with follow-up action items.
· Handle client requests, account setups, online access, and administrative tasks.
· Utilize CRM software to track workflows, client data, and communications.
Office Operations & Compliance (20%)
· Assist in maintaining a professional, client-friendly office environment.
· Handle compliance-related tasks, including account reviews and annual client disclosures.
· Maintain accurate operational procedures.
· Assist with technology solutions and vendor coordination.
Qualifications:
· Bachelor’s Degree in Personal Financial Planning or a related field preferred.
· Proficiency in Microsoft Office Suite and CRM software.
· Strong understanding of financial planning, investment management, and risk concepts.
· Excellent verbal and written communication skills.
· Highly organized with attention to detail and strong problem-solving abilities.
Growth Opportunities:
· Advancement to Lead Advisor or Operation Manager roles.
· Mentorship and professional development under senior professionals.
Compensation & Benefits:
· Competitive salary with incentive-based pay.
· 401(k) with employer contributions.
· Comprehensive health insurance.
· Paid vacation, holidays, and sick leave.
How to Apply:
If you are passionate about helping clients achieve financial security and want to grow within a supportive and collaborative team, please submit your resume and cover letter to apply@stridefinancialadvisors.com.
Join STRIDE Investments to help shape your future and that of our clients, with a firm dedicated to integrity, innovation, and long-term success.
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